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 6-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 | $10,496 | $106,543-90.1% | $91,220-88.5% | $134,475-92.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -34.82% | 160.60%-195.4pp | 114.01%-148.8pp | 417.96%-452.8pp |
| Employer contribution / active EE | $1,601 | $3,331-51.9% | $2,850-43.8% | $4,740-66.2% |
| Participant deferral / active EE | $3,862 | $4,719-18.2% | $4,234-8.8% | $6,400-39.6% |
| Admin fee / account holder | $918 | $6,231-85.3% | $5,420-83.1% | $11,426-92.0% |