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 7-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 | $20,677 | $190,805-89.2% | $159,960-87.1% | $134,475-84.6% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -29.90% | 552.23%-582.1pp | 408.60%-438.5pp | 417.96%-447.9pp |
| Employer contribution / active EE | $3,880 | $4,995-22.3% | $4,226-8.2% | $4,740-18.1% |
| Participant deferral / active EE | $8,409 | $6,923+21.5% | $6,182+36.0% | $6,400+31.4% |
| Admin fee / account holder | $2,464 | $10,471-76.5% | $8,698-71.7% | $11,426-78.4% |