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 | $51,649 | $180,449-71.4% | $154,107-66.5% | $135,375-61.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.68% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,298 | $6,035-45.4% | $5,298-37.8% | $4,779-31.0% |
| Participant deferral / active EE | $4,974 | $5,806-14.3% | $5,081-2.1% | $5,609-11.3% |
| Admin fee / account holder | $411 | $16,143-97.5% | $13,411-96.9% | $10,827-96.2% |