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 | $26,990 | $99,640-72.9% | $86,436-68.8% | $134,475-79.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -24.12% | 6782.58%-6806.7pp | 4394.89%-4419.0pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,023 | $4,400-31.3% | $3,769-19.8% | $4,740-36.2% |
| Participant deferral / active EE | $8,040 | $7,246+11.0% | $6,952+15.7% | $6,400+25.6% |
| Admin fee / account holder | $575 | $8,371-93.1% | $6,731-91.5% | $11,426-95.0% |