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 | $27,737 | $115,770-76.0% | $101,248-72.6% | $158,922-82.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | -2.90% | 56.14%-59.0pp | 46.47%-49.4pp | 302.83%-305.7pp |
| Employer contribution / active EE | $2,073 | $4,175-50.3% | $3,660-43.4% | $4,761-56.5% |
| Participant deferral / active EE | $5,114 | $4,957+3.2% | $4,370+17.0% | $5,982-14.5% |
| Admin fee / account holder | $17,753 | $7,245+145.0% | $5,945+198.6% | $11,246+57.9% |