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 | $158,975 | $138,044+15.2% | $125,339+26.8% | $134,475+18.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.42% | 750.33%-773.7pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,698 | $5,243-48.5% | $4,814-43.9% | $4,740-43.1% |
| Participant deferral / active EE | $6,157 | $7,799-21.1% | $7,446-17.3% | $6,400-3.8% |
| Admin fee / account holder | $1,843 | $11,571-84.1% | $10,010-81.6% | $11,426-83.9% |