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 8-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 | $41,817 | $92,703-54.9% | $82,719-49.4% | $134,475-68.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -23.43% | 944.92%-968.4pp | 701.18%-724.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $4,209 | $3,274+28.5% | $3,009+39.9% | $4,740-11.2% |
| Participant deferral / active EE | $10,677 | $4,802+122.3% | $4,395+142.9% | $6,400+66.8% |
| Admin fee / account holder | $467 | $5,983-92.2% | $5,329-91.2% | $11,426-95.9% |