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 | $48,144 | $95,971-49.8% | $74,550-35.4% | $135,375-64.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.63% | 56.96%-67.6pp | 32.53%-43.2pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,500 | $2,716-8.0% | $1,961+27.5% | $4,779-47.7% |
| Participant deferral / active EE | $7,195 | $3,843+87.2% | $3,108+131.5% | $5,609+28.3% |
| Admin fee / account holder | $899 | $6,522-86.2% | $5,060-82.2% | $10,827-91.7% |