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 | $62,834 | $138,044-54.5% | $125,339-49.9% | $134,475-53.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -22.70% | 750.33%-773.0pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,908 | $5,243-25.5% | $4,814-18.8% | $4,740-17.5% |
| Participant deferral / active EE | $6,280 | $7,799-19.5% | $7,446-15.7% | $6,400-1.9% |
| Admin fee / account holder | $5,847 | $11,571-49.5% | $10,010-41.6% | $11,426-48.8% |