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 | $62,007 | $138,065-55.1% | $123,544-49.8% | $135,375-54.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.67% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,788 | $5,151-65.3% | $4,628-61.4% | $4,779-62.6% |
| Participant deferral / active EE | $10,015 | $6,799+47.3% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $701 | $10,916-93.6% | $9,284-92.5% | $10,827-93.5% |