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 5-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 | $15,588 | $138,044-88.7% | $125,339-87.6% | $134,475-88.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -38.24% | 750.33%-788.6pp | 572.05%-610.3pp | 417.96%-456.2pp |
| Employer contribution / active EE | $3,176 | $5,243-39.4% | $4,814-34.0% | $4,740-33.0% |
| Participant deferral / active EE | $6,408 | $7,799-17.8% | $7,446-13.9% | $6,400+0.1% |
| Admin fee / account holder | $894 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |