See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,159 | $180,449-73.9% | $154,107-69.4% | $135,375-65.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.65% | 888.09%-897.7pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,291 | $6,035-45.5% | $5,298-37.9% | $4,779-31.1% |
| Participant deferral / active EE | $6,003 | $5,806+3.4% | $5,081+18.2% | $5,609+7.0% |
| Admin fee / account holder | $1,781 | $16,143-89.0% | $13,411-86.7% | $10,827-83.6% |