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 | $39,850 | $138,044-71.1% | $125,339-68.2% | $134,475-70.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -28.59% | 750.33%-778.9pp | 572.05%-600.6pp | 417.96%-446.6pp |
| Employer contribution / active EE | $25,451 | $5,243+385.4% | $4,814+428.7% | $4,740+437.0% |
| Participant deferral / active EE | $10,022 | $7,799+28.5% | $7,446+34.6% | $6,400+56.6% |
| Admin fee / account holder | $1,995 | $11,571-82.8% | $10,010-80.1% | $11,426-82.5% |