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 7-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 | $9,428 | $92,703-89.8% | $82,719-88.6% | $134,475-93.0% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | -21.01% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,677 | $3,274-48.8% | $3,009-44.3% | $4,740-64.6% |
| Participant deferral / active EE | $1,215 | $4,802-74.7% | $4,395-72.4% | $6,400-81.0% |
| Admin fee / account holder | $508 | $5,983-91.5% | $5,329-90.5% | $11,426-95.6% |