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 | $56,188 | $144,119-61.0% | $117,854-52.3% | $147,584-61.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | -10.63% | 531.15%-541.8pp | 335.08%-345.7pp | 578.55%-589.2pp |
| Employer contribution / active EE | $1,006 | $4,896-79.5% | $3,786-73.4% | $4,876-79.4% |
| Participant deferral / active EE | $1,922 | $5,316-63.8% | $4,482-57.1% | $5,439-64.7% |
| Admin fee / account holder | $12,408 | $10,886+14.0% | $8,020+54.7% | $10,885+14.0% |