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 | $38,431 | $97,757-60.7% | $83,848-54.2% | $135,375-71.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -14.87% | 1287.37%-1302.2pp | 850.88%-865.7pp | 519.73%-534.6pp |
| Employer contribution / active EE | $1,574 | $4,222-62.7% | $3,631-56.7% | $4,779-67.1% |
| Participant deferral / active EE | $18,011 | $4,682+284.7% | $4,082+341.3% | $5,609+221.1% |
| Admin fee / account holder | $395 | $6,674-94.1% | $5,478-92.8% | $10,827-96.4% |