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 | $117,505 | $138,044-14.9% | $125,339-6.2% | $134,475-12.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.20% | 750.33%-773.5pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,390 | $5,243-54.4% | $4,814-50.3% | $4,740-49.6% |
| Participant deferral / active EE | $11,515 | $7,799+47.7% | $7,446+54.6% | $6,400+79.9% |
| Admin fee / account holder | $19,635 | $11,571+69.7% | $10,010+96.2% | $11,426+71.8% |