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 | $24,754 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -31.82% | 750.33%-782.1pp | 572.05%-603.9pp | 417.96%-449.8pp |
| Employer contribution / active EE | $7,957 | $5,243+51.8% | $4,814+65.3% | $4,740+67.9% |
| Participant deferral / active EE | $13,190 | $7,799+69.1% | $7,446+77.1% | $6,400+106.1% |
| Admin fee / account holder | $2,077 | $11,571-82.1% | $10,010-79.3% | $11,426-81.8% |