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 | $20,157 | $92,703-78.3% | $82,719-75.6% | $134,475-85.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -27.78% | 944.92%-972.7pp | 701.18%-729.0pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,144 | $3,274-65.1% | $3,009-62.0% | $4,740-75.9% |
| Participant deferral / active EE | $8,295 | $4,802+72.7% | $4,395+88.7% | $6,400+29.6% |
| Admin fee / account holder | $629 | $5,983-89.5% | $5,329-88.2% | $11,426-94.5% |