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 | $57,442 | $176,377-67.4% | $134,143-57.2% | $158,922-63.9% |
| Participation rate | 78.6% | 78.7%-0.1pp | 72.2%+6.4pp | 82.0%-3.4pp |
| Annual return | -5.31% | 63.63%-68.9pp | 36.33%-41.6pp | 302.83%-308.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,711 | $4,091-58.2% | $3,499-51.1% | $5,982-71.4% |
| Admin fee / account holder | $1,582 | $8,718-81.9% | $6,684-76.3% | $11,246-85.9% |