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 | $33,674 | $180,449-81.3% | $154,107-78.1% | $135,375-75.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -14.02% | 888.09%-902.1pp | 735.12%-749.1pp | 519.73%-533.8pp |
| Employer contribution / active EE | $2,242 | $6,035-62.8% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $8,906 | $5,806+53.4% | $5,081+75.3% | $5,609+58.8% |
| Admin fee / account holder | $313 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |