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 | $41,427 | $167,484-75.3% | $151,611-72.7% | $134,475-69.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -25.58% | 7.80%-33.4pp | 3.33%-28.9pp | 417.96%-443.5pp |
| Employer contribution / active EE | $10,128 | $6,829+48.3% | $6,166+64.3% | $4,740+113.7% |
| Participant deferral / active EE | $5,122 | $8,986-43.0% | $8,363-38.8% | $6,400-20.0% |
| Admin fee / account holder | $963 | $13,783-93.0% | $11,616-91.7% | $11,426-91.6% |