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 | $67,436 | $138,044-51.1% | $125,339-46.2% | $134,475-49.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -22.75% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,198 | $5,243-77.2% | $4,814-75.1% | $4,740-74.7% |
| Participant deferral / active EE | $6,482 | $7,799-16.9% | $7,446-13.0% | $6,400+1.3% |
| Admin fee / account holder | $902 | $11,571-92.2% | $10,010-91.0% | $11,426-92.1% |