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 5-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 | $27,648 | $138,044-80.0% | $125,339-77.9% | $134,475-79.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -52.44% | 750.33%-802.8pp | 572.05%-624.5pp | 417.96%-470.4pp |
| Employer contribution / active EE | $2,963 | $5,243-43.5% | $4,814-38.4% | $4,740-37.5% |
| Participant deferral / active EE | $14,879 | $7,799+90.8% | $7,446+99.8% | $6,400+132.5% |
| Admin fee / account holder | $1,447 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |