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 | $42,809 | $115,770-63.0% | $101,248-57.7% | $158,922-73.1% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | -11.87% | 56.14%-68.0pp | 46.47%-58.3pp | 302.83%-314.7pp |
| Employer contribution / active EE | $1,789 | $4,175-57.2% | $3,660-51.1% | $4,761-62.4% |
| Participant deferral / active EE | $2,348 | $4,957-52.6% | $4,370-46.3% | $5,982-60.8% |
| Admin fee / account holder | $607 | $7,245-91.6% | $5,945-89.8% | $11,246-94.6% |