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 8-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 | $112,599 | $180,449-37.6% | $154,107-26.9% | $135,375-16.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.93% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,532 | $6,035-41.5% | $5,298-33.3% | $4,779-26.1% |
| Participant deferral / active EE | $11,724 | $5,806+101.9% | $5,081+130.8% | $5,609+109.0% |
| Admin fee / account holder | $849 | $16,143-94.7% | $13,411-93.7% | $10,827-92.2% |