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 | $20,980 | $138,065-84.8% | $123,544-83.0% | $135,375-84.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.10% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,671 | $5,151-67.6% | $4,628-63.9% | $4,779-65.0% |
| Participant deferral / active EE | $3,630 | $6,799-46.6% | $6,426-43.5% | $5,609-35.3% |
| Admin fee / account holder | $893 | $10,916-91.8% | $9,284-90.4% | $10,827-91.8% |