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 9-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 | $26,297 | $138,065-81.0% | $123,544-78.7% | $135,375-80.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -18.41% | 153.68%-172.1pp | 119.20%-137.6pp | 519.73%-538.1pp |
| Employer contribution / active EE | $8,975 | $5,151+74.2% | $4,628+93.9% | $4,779+87.8% |
| Participant deferral / active EE | $6,149 | $6,799-9.6% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $523 | $10,916-95.2% | $9,284-94.4% | $10,827-95.2% |