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 5-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 | $38,505 | $124,319-69.0% | $111,297-65.4% | $167,490-77.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -35.64% | 37.44%-73.1pp | 54.65%-90.3pp | 478.56%-514.2pp |
| Employer contribution / active EE | $28,706 | $3,435+735.6% | $2,731+951.1% | $4,837+493.4% |
| Participant deferral / active EE | $11,705 | $5,180+125.9% | $4,487+160.8% | $6,341+84.6% |
| Admin fee / account holder | $1,495 | $10,618-85.9% | $7,964-81.2% | $12,309-87.9% |