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 | $32,437 | $92,703-65.0% | $82,719-60.8% | $134,475-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.27% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,823 | $3,274-44.3% | $3,009-39.4% | $4,740-61.5% |
| Participant deferral / active EE | $6,041 | $4,802+25.8% | $4,395+37.4% | $6,400-5.6% |
| Admin fee / account holder | $11,242 | $5,983+87.9% | $5,329+111.0% | $11,426-1.6% |