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 | $136,388 | $180,449-24.4% | $154,107-11.5% | $135,375+0.7% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -8.93% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,550 | $6,035-24.6% | $5,298-14.1% | $4,779-4.8% |
| Participant deferral / active EE | $2,332 | $5,806-59.8% | $5,081-54.1% | $5,609-58.4% |
| Admin fee / account holder | $8,166 | $16,143-49.4% | $13,411-39.1% | $10,827-24.6% |