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 | $77,572 | $109,982-29.5% | $97,226-20.2% | $145,922-46.8% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | -6.88% | 242.90%-249.8pp | 75.13%-82.0pp | 561.29%-568.2pp |
| Employer contribution / active EE | $1,191 | $3,084-61.4% | $2,729-56.4% | $4,660-74.4% |
| Participant deferral / active EE | $4,143 | $4,676-11.4% | $4,264-2.8% | $6,688-38.0% |
| Admin fee / account holder | $54,333 | $6,221+773.4% | $5,654+861.0% | $13,397+305.6% |