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 5-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 | $15,527 | $97,757-84.1% | $83,848-81.5% | $135,375-88.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.13% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,650 | $4,222-60.9% | $3,631-54.5% | $4,779-65.5% |
| Participant deferral / active EE | $3,445 | $4,682-26.4% | $4,082-15.6% | $5,609-38.6% |
| Admin fee / account holder | $698 | $6,674-89.5% | $5,478-87.3% | $10,827-93.6% |