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 | $30,622 | $100,773-69.6% | $88,946-65.6% | $142,382-78.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -5.43% | 70.18%-75.6pp | 57.82%-63.3pp | 217.08%-222.5pp |
| Employer contribution / active EE | $2,439 | $2,918-16.4% | $2,555-4.6% | $4,299-43.3% |
| Participant deferral / active EE | $7,273 | $5,230+39.1% | $4,581+58.8% | $6,507+11.8% |
| Admin fee / account holder | $3,498 | $9,693-63.9% | $8,261-57.7% | $12,624-72.3% |