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 | $45,143 | $180,449-75.0% | $154,107-70.7% | $135,375-66.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.06% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,181 | $6,035-63.9% | $5,298-58.8% | $4,779-54.4% |
| Participant deferral / active EE | $4,365 | $5,806-24.8% | $5,081-14.1% | $5,609-22.2% |
| Admin fee / account holder | $1,359 | $16,143-91.6% | $13,411-89.9% | $10,827-87.5% |