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 | $39,322 | $97,757-59.8% | $83,848-53.1% | $135,375-71.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -12.64% | 1287.37%-1300.0pp | 850.88%-863.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $8,554 | $4,222+102.6% | $3,631+135.6% | $4,779+79.0% |
| Participant deferral / active EE | $3,797 | $4,682-18.9% | $4,082-7.0% | $5,609-32.3% |
| Admin fee / account holder | $570 | $6,674-91.5% | $5,478-89.6% | $10,827-94.7% |