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 | $133,520 | $180,449-26.0% | $154,107-13.4% | $135,375-1.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -11.17% | 888.09%-899.3pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,829 | $6,035-69.7% | $5,298-65.5% | $4,779-61.7% |
| Participant deferral / active EE | $4,097 | $5,806-29.4% | $5,081-19.4% | $5,609-27.0% |
| Admin fee / account holder | $639 | $16,143-96.0% | $13,411-95.2% | $10,827-94.1% |