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 6-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 | $58,086 | $138,044-57.9% | $125,339-53.7% | $134,475-56.8% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -23.00% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,697 | $5,243-29.5% | $4,814-23.2% | $4,740-22.0% |
| Participant deferral / active EE | $7,886 | $7,799+1.1% | $7,446+5.9% | $6,400+23.2% |
| Admin fee / account holder | $1,761 | $11,571-84.8% | $10,010-82.4% | $11,426-84.6% |