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 | $37,266 | $90,600-58.9% | $79,464-53.1% | $135,375-72.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -10.82% | 977.43%-988.3pp | 718.14%-729.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,758 | $3,068-10.1% | $2,800-1.5% | $4,779-42.3% |
| Participant deferral / active EE | $4,547 | $4,050+12.3% | $3,704+22.8% | $5,609-18.9% |
| Admin fee / account holder | $600 | $5,907-89.8% | $5,113-88.3% | $10,827-94.5% |