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 | $24,115 | $97,757-75.3% | $83,848-71.2% | $135,375-82.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -9.84% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,176 | $4,222-48.5% | $3,631-40.1% | $4,779-54.5% |
| Participant deferral / active EE | $4,279 | $4,682-8.6% | $4,082+4.8% | $5,609-23.7% |
| Admin fee / account holder | $3,994 | $6,674-40.2% | $5,478-27.1% | $10,827-63.1% |