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 | $97,159 | $138,044-29.6% | $125,339-22.5% | $134,475-27.7% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -23.51% | 750.33%-773.8pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,057 | $5,243-41.7% | $4,814-36.5% | $4,740-35.5% |
| Participant deferral / active EE | $7,299 | $7,799-6.4% | $7,446-2.0% | $6,400+14.0% |
| Admin fee / account holder | $3,548 | $11,571-69.3% | $10,010-64.6% | $11,426-68.9% |