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 | $12,420 | $92,703-86.6% | $82,719-85.0% | $134,475-90.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -25.76% | 944.92%-970.7pp | 701.18%-726.9pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,849 | $3,274-43.5% | $3,009-38.6% | $4,740-61.0% |
| Participant deferral / active EE | $2,751 | $4,802-42.7% | $4,395-37.4% | $6,400-57.0% |
| Admin fee / account holder | $323 | $5,983-94.6% | $5,329-93.9% | $11,426-97.2% |