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 | $46,193 | $138,044-66.5% | $125,339-63.1% | $134,475-65.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -21.00% | 750.33%-771.3pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,374 | $5,243-73.8% | $4,814-71.4% | $4,740-71.0% |
| Participant deferral / active EE | $5,719 | $7,799-26.7% | $7,446-23.2% | $6,400-10.6% |
| Admin fee / account holder | $1,661 | $11,571-85.6% | $10,010-83.4% | $11,426-85.5% |