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 | $29,030 | $138,044-79.0% | $125,339-76.8% | $134,475-78.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -48.53% | 750.33%-798.9pp | 572.05%-620.6pp | 417.96%-466.5pp |
| Employer contribution / active EE | $8,005 | $5,243+52.7% | $4,814+66.3% | $4,740+68.9% |
| Participant deferral / active EE | $14,359 | $7,799+84.1% | $7,446+92.8% | $6,400+124.4% |
| Admin fee / account holder | $317 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |