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 | $46,645 | $138,044-66.2% | $125,339-62.8% | $134,475-65.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.33% | 750.33%-774.7pp | 572.05%-596.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,753 | $5,243-47.5% | $4,814-42.8% | $4,740-41.9% |
| Participant deferral / active EE | $10,435 | $7,799+33.8% | $7,446+40.1% | $6,400+63.1% |
| Admin fee / account holder | $668 | $11,571-94.2% | $10,010-93.3% | $11,426-94.2% |