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 8-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 | $31,522 | $138,044-77.2% | $125,339-74.9% | $134,475-76.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -21.50% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,438 | $5,243-72.6% | $4,814-70.1% | $4,740-69.7% |
| Participant deferral / active EE | $8,476 | $7,799+8.7% | $7,446+13.8% | $6,400+32.4% |
| Admin fee / account holder | $1,172 | $11,571-89.9% | $10,010-88.3% | $11,426-89.7% |