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 | $28,043 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -9.41% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,246 | $5,151-56.4% | $4,628-51.5% | $4,779-53.0% |
| Participant deferral / active EE | $3,277 | $6,799-51.8% | $6,426-49.0% | $5,609-41.6% |
| Admin fee / account holder | $595 | $10,916-94.6% | $9,284-93.6% | $10,827-94.5% |