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 | $53,003 | $180,449-70.6% | $154,107-65.6% | $135,375-60.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.91% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $4,501 | $6,035-25.4% | $5,298-15.0% | $4,779-5.8% |
| Participant deferral / active EE | $11,400 | $5,806+96.3% | $5,081+124.4% | $5,609+103.3% |
| Admin fee / account holder | $807 | $16,143-95.0% | $13,411-94.0% | $10,827-92.5% |