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 | $30,774 | $138,065-77.7% | $123,544-75.1% | $135,375-77.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -15.73% | 153.68%-169.4pp | 119.20%-134.9pp | 519.73%-535.5pp |
| Employer contribution / active EE | $3,797 | $5,151-26.3% | $4,628-18.0% | $4,779-20.5% |
| Participant deferral / active EE | $11,598 | $6,799+70.6% | $6,426+80.5% | $5,609+106.8% |
| Admin fee / account holder | $662 | $10,916-93.9% | $9,284-92.9% | $10,827-93.9% |