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 | $33,239 | $138,044-75.9% | $125,339-73.5% | $134,475-75.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.44% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $8,372 | $5,243+59.7% | $4,814+73.9% | $4,740+76.6% |
| Participant deferral / active EE | $12,312 | $7,799+57.9% | $7,446+65.3% | $6,400+92.4% |
| Admin fee / account holder | $956 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |