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 10-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 | $117,625 | $180,449-34.8% | $154,107-23.7% | $135,375-13.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -54.57% | 888.09%-942.7pp | 735.12%-789.7pp | 519.73%-574.3pp |
| Employer contribution / active EE | $8,643 | $6,035+43.2% | $5,298+63.1% | $4,779+80.9% |
| Participant deferral / active EE | $25,162 | $5,806+333.4% | $5,081+395.3% | $5,609+348.6% |
| Admin fee / account holder | $2,596 | $16,143-83.9% | $13,411-80.6% | $10,827-76.0% |