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 | $29,498 | $180,449-83.7% | $154,107-80.9% | $135,375-78.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -11.98% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,590 | $6,035-73.7% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $4,678 | $5,806-19.4% | $5,081-7.9% | $5,609-16.6% |
| Admin fee / account holder | $581 | $16,143-96.4% | $13,411-95.7% | $10,827-94.6% |