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 8-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 | $18,480 | $57,281-67.7% | $86,612-78.7% | $75,163-75.4% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | -14.31% | 2670.75%-2685.1pp | 591.07%-605.4pp | 160.62%-174.9pp |
| Employer contribution / active EE | $1,994 | $2,314-13.8% | $3,022-34.0% | $2,670-25.3% |
| Participant deferral / active EE | $5,112 | $3,318+54.1% | $4,438+15.2% | $4,125+23.9% |
| Admin fee / account holder | $3,955 | $4,112-3.8% | $5,614-29.6% | $5,651-30.0% |