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 | $94,792 | $180,449-47.5% | $154,107-38.5% | $135,375-30.0% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -10.02% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,607 | $6,035-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $3,399 | $5,806-41.5% | $5,081-33.1% | $5,609-39.4% |
| Admin fee / account holder | $8,635 | $16,143-46.5% | $13,411-35.6% | $10,827-20.2% |