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 9-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 | $29,544 | $180,449-83.6% | $154,107-80.8% | $135,375-78.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.83% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,326 | $6,035-61.5% | $5,298-56.1% | $4,779-51.3% |
| Participant deferral / active EE | $6,704 | $5,806+15.5% | $5,081+32.0% | $5,609+19.5% |
| Admin fee / account holder | $1,268 | $16,143-92.1% | $13,411-90.5% | $10,827-88.3% |