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 | $151,838 | $202,318-25.0% | $172,739-12.1% | $152,861-0.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | -51.31% | 1029.65%-1081.0pp | 802.84%-854.1pp | 345.32%-396.6pp |
| Employer contribution / active EE | $2,254 | $5,856-61.5% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $4,167 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $817 | $17,109-95.2% | $13,954-94.1% | $11,596-93.0% |