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 | $73,658 | $138,044-46.6% | $125,339-41.2% | $134,475-45.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -32.52% | 750.33%-782.8pp | 572.05%-604.6pp | 417.96%-450.5pp |
| Employer contribution / active EE | $2,905 | $5,243-44.6% | $4,814-39.7% | $4,740-38.7% |
| Participant deferral / active EE | $7,278 | $7,799-6.7% | $7,446-2.3% | $6,400+13.7% |
| Admin fee / account holder | $1,608 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |