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 4-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 | $14,516 | $99,640-85.4% | $86,436-83.2% | $134,475-89.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -26.61% | 6782.58%-6809.2pp | 4394.89%-4421.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $5,697 | $4,400+29.5% | $3,769+51.2% | $4,740+20.2% |
| Participant deferral / active EE | $4,388 | $7,246-39.4% | $6,952-36.9% | $6,400-31.4% |
| Admin fee / account holder | $346 | $8,371-95.9% | $6,731-94.9% | $11,426-97.0% |