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 | $93,615 | $92,703+1.0% | $82,719+13.2% | $134,475-30.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.36% | 944.92%-966.3pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $419 | $3,274-87.2% | $3,009-86.1% | $4,740-91.2% |
| Participant deferral / active EE | $1,678 | $4,802-65.1% | $4,395-61.8% | $6,400-73.8% |
| Admin fee / account holder | $685 | $5,983-88.6% | $5,329-87.1% | $11,426-94.0% |