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 | $65,046 | $180,449-64.0% | $154,107-57.8% | $135,375-52.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.96% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,345 | $6,035-44.6% | $5,298-36.9% | $4,779-30.0% |
| Participant deferral / active EE | $4,554 | $5,806-21.6% | $5,081-10.4% | $5,609-18.8% |
| Admin fee / account holder | $754 | $16,143-95.3% | $13,411-94.4% | $10,827-93.0% |