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 | $47,128 | $165,335-71.5% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -78.23% | 348.15%-426.4pp | 276.60%-354.8pp | 302.83%-381.1pp |
| Employer contribution / active EE | $2,885 | $5,103-43.5% | $4,644-37.9% | $4,761-39.4% |
| Participant deferral / active EE | $12,681 | $7,181+76.6% | $6,842+85.3% | $5,982+112.0% |
| Admin fee / account holder | $111,065 | $10,807+927.8% | $9,309+1093.1% | $11,246+887.6% |