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 | $28,439 | $84,402-66.3% | $61,373-53.7% | $134,475-78.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -92.38% | 584.55%-676.9pp | 338.61%-431.0pp | 417.96%-510.3pp |
| Employer contribution / active EE | $3,695 | $1,544+139.3% | $1,159+218.7% | $4,740-22.0% |
| Participant deferral / active EE | $5,297 | $2,819+87.9% | $2,125+149.3% | $6,400-17.2% |
| Admin fee / account holder | $1,393 | $2,585-46.1% | $2,130-34.6% | $11,426-87.8% |