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 | $35,542 | $160,055-77.8% | $140,016-74.6% | $135,375-73.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -17.76% | 911.38%-929.1pp | 651.12%-668.9pp | 519.73%-537.5pp |
| Employer contribution / active EE | $2,822 | $6,420-56.0% | $5,606-49.7% | $4,779-40.9% |
| Participant deferral / active EE | $4,585 | $7,642-40.0% | $6,927-33.8% | $5,609-18.3% |
| Admin fee / account holder | $1,103 | $13,328-91.7% | $10,705-89.7% | $10,827-89.8% |