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 | $49,042 | $138,044-64.5% | $125,339-60.9% | $134,475-63.5% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -22.63% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $11,569 | $5,243+120.6% | $4,814+140.3% | $4,740+144.1% |
| Participant deferral / active EE | $6,900 | $7,799-11.5% | $7,446-7.3% | $6,400+7.8% |
| Admin fee / account holder | $6,959 | $11,571-39.9% | $10,010-30.5% | $11,426-39.1% |