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 7-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 | $45,379 | $138,044-67.1% | $125,339-63.8% | $134,475-66.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -27.42% | 750.33%-777.7pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,733 | $5,243-66.9% | $4,814-64.0% | $4,740-63.4% |
| Participant deferral / active EE | $8,718 | $7,799+11.8% | $7,446+17.1% | $6,400+36.2% |
| Admin fee / account holder | $562 | $11,571-95.1% | $10,010-94.4% | $11,426-95.1% |