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 | $135,602 | $176,812-23.3% | $146,665-7.5% | $167,490-19.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -49.15% | 24.03%-73.2pp | 22.74%-71.9pp | 478.56%-527.7pp |
| Employer contribution / active EE | $3,643 | $5,160-29.4% | $4,136-11.9% | $4,837-24.7% |
| Participant deferral / active EE | $11,375 | $6,440+76.6% | $5,506+106.6% | $6,341+79.4% |
| Admin fee / account holder | $770 | $13,259-94.2% | $10,280-92.5% | $12,309-93.7% |