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 | $39,814 | $90,600-56.1% | $79,464-49.9% | $135,375-70.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -10.91% | 977.43%-988.3pp | 718.14%-729.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $6,962 | $3,068+126.9% | $2,800+148.6% | $4,779+45.7% |
| Participant deferral / active EE | $4,667 | $4,050+15.2% | $3,704+26.0% | $5,609-16.8% |
| Admin fee / account holder | $1,265 | $5,907-78.6% | $5,113-75.3% | $10,827-88.3% |