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 | $36,952 | $97,757-62.2% | $83,848-55.9% | $135,375-72.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -10.14% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $8,600 | $4,222+103.7% | $3,631+136.9% | $4,779+80.0% |
| Participant deferral / active EE | $2,979 | $4,682-36.4% | $4,082-27.0% | $5,609-46.9% |
| Admin fee / account holder | $8,654 | $6,674+29.7% | $5,478+58.0% | $10,827-20.1% |