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 | $71,461 | $180,449-60.4% | $154,107-53.6% | $135,375-47.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.44% | 888.09%-897.5pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,837 | $6,035-69.6% | $5,298-65.3% | $4,779-61.6% |
| Participant deferral / active EE | $4,763 | $5,806-18.0% | $5,081-6.3% | $5,609-15.1% |
| Admin fee / account holder | $312 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |