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 | $83,637 | $180,449-53.7% | $154,107-45.7% | $135,375-38.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -49.00% | 888.09%-937.1pp | 735.12%-784.1pp | 519.73%-568.7pp |
| Employer contribution / active EE | $10,666 | $6,035+76.7% | $5,298+101.3% | $4,779+123.2% |
| Participant deferral / active EE | $11,592 | $5,806+99.7% | $5,081+128.2% | $5,609+106.7% |
| Admin fee / account holder | $3,545 | $16,143-78.0% | $13,411-73.6% | $10,827-67.3% |