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 6-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 | $21,841 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -24.58% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,114 | $5,243-59.7% | $4,814-56.1% | $4,740-55.4% |
| Participant deferral / active EE | $5,884 | $7,799-24.6% | $7,446-21.0% | $6,400-8.1% |
| Admin fee / account holder | $665 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |