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 6-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 | $38,765 | $106,543-63.6% | $91,220-57.5% | $134,475-71.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.24% | 160.60%-182.8pp | 114.01%-136.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,979 | $3,331-40.6% | $2,850-30.6% | $4,740-58.2% |
| Participant deferral / active EE | $8,488 | $4,719+79.9% | $4,234+100.5% | $6,400+32.6% |
| Admin fee / account holder | $475 | $6,231-92.4% | $5,420-91.2% | $11,426-95.8% |