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 6-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 | $23,726 | $138,044-82.8% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -23.31% | 750.33%-773.6pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,259 | $5,243+19.4% | $4,814+30.0% | $4,740+32.0% |
| Participant deferral / active EE | $4,686 | $7,799-39.9% | $7,446-37.1% | $6,400-26.8% |
| Admin fee / account holder | $1,853 | $11,571-84.0% | $10,010-81.5% | $11,426-83.8% |