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 | $78,576 | $138,044-43.1% | $125,339-37.3% | $134,475-41.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -23.01% | 750.33%-773.3pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,577 | $5,243-50.8% | $4,814-46.5% | $4,740-45.6% |
| Participant deferral / active EE | $5,322 | $7,799-31.8% | $7,446-28.5% | $6,400-16.8% |
| Admin fee / account holder | $406 | $11,571-96.5% | $10,010-95.9% | $11,426-96.5% |