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 | $55,100 | $97,757-43.6% | $83,848-34.3% | $135,375-59.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.73% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,314 | $4,222-45.2% | $3,631-36.3% | $4,779-51.6% |
| Participant deferral / active EE | $10,957 | $4,682+134.0% | $4,082+168.5% | $5,609+95.4% |
| Admin fee / account holder | $563 | $6,674-91.6% | $5,478-89.7% | $10,827-94.8% |