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 | $38,772 | $180,449-78.5% | $154,107-74.8% | $135,375-71.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.40% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,420 | $6,035-59.9% | $5,298-54.3% | $4,779-49.4% |
| Participant deferral / active EE | $5,775 | $5,806-0.5% | $5,081+13.7% | $5,609+3.0% |
| Admin fee / account holder | $962 | $16,143-94.0% | $13,411-92.8% | $10,827-91.1% |