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 10-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 | $39,787 | $84,402-52.9% | $61,373-35.2% | $134,475-70.4% |
| Participation rate | 78.6% | 62.2%+16.4pp | 52.6%+26.0pp | 81.2%-2.7pp |
| Annual return | -23.86% | 584.55%-608.4pp | 338.61%-362.5pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,108 | $1,544-28.2% | $1,159-4.4% | $4,740-76.6% |
| Participant deferral / active EE | $5,742 | $2,819+103.7% | $2,125+170.2% | $6,400-10.3% |
| Admin fee / account holder | $721 | $2,585-72.1% | $2,130-66.2% | $11,426-93.7% |