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 | $43,170 | $108,919-60.4% | $100,391-57.0% | $145,922-70.4% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | -16.00% | 57.88%-73.9pp | 49.20%-65.2pp | 561.29%-577.3pp |
| Employer contribution / active EE | $3,289 | $4,419-25.6% | $3,942-16.6% | $4,660-29.4% |
| Participant deferral / active EE | $7,623 | $8,445-9.7% | $8,082-5.7% | $6,688+14.0% |
| Admin fee / account holder | $30,883 | $9,689+218.8% | $7,899+291.0% | $13,397+130.5% |