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 | $28,449 | $106,543-73.3% | $91,220-68.8% | $134,475-78.8% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -33.15% | 160.60%-193.8pp | 114.01%-147.2pp | 417.96%-451.1pp |
| Employer contribution / active EE | $2,651 | $3,331-20.4% | $2,850-7.0% | $4,740-44.1% |
| Participant deferral / active EE | $10,153 | $4,719+115.2% | $4,234+139.8% | $6,400+58.6% |
| Admin fee / account holder | $463 | $6,231-92.6% | $5,420-91.5% | $11,426-95.9% |