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 | $11,730 | $92,703-87.3% | $82,719-85.8% | $134,475-91.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -23.47% | 944.92%-968.4pp | 701.18%-724.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,233 | $3,274-31.8% | $3,009-25.8% | $4,740-52.9% |
| Participant deferral / active EE | $4,263 | $4,802-11.2% | $4,395-3.0% | $6,400-33.4% |
| Admin fee / account holder | $815 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |