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 4-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 | $27,718 | $112,096-75.3% | $95,952-71.1% | $158,922-82.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -4.14% | 171.09%-175.2pp | 91.61%-95.8pp | 302.83%-307.0pp |
| Employer contribution / active EE | $1,766 | $3,198-44.8% | $2,541-30.5% | $4,761-62.9% |
| Participant deferral / active EE | $3,362 | $4,784-29.7% | $4,167-19.3% | $5,982-43.8% |
| Admin fee / account holder | $869 | $10,130-91.4% | $6,795-87.2% | $11,246-92.3% |