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 | $73,105 | $180,449-59.5% | $154,107-52.6% | $135,375-46.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.58% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,051 | $6,035-49.4% | $5,298-42.4% | $4,779-36.2% |
| Participant deferral / active EE | $10,344 | $5,806+78.2% | $5,081+103.6% | $5,609+84.4% |
| Admin fee / account holder | $358 | $16,143-97.8% | $13,411-97.3% | $10,827-96.7% |