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 | $77,257 | $160,055-51.7% | $140,016-44.8% | $135,375-42.9% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -9.92% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,466 | $6,420-61.6% | $5,606-56.0% | $4,779-48.4% |
| Participant deferral / active EE | $5,797 | $7,642-24.1% | $6,927-16.3% | $5,609+3.4% |
| Admin fee / account holder | $526 | $13,328-96.1% | $10,705-95.1% | $10,827-95.1% |