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 7-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 | $50,301 | $92,703-45.7% | $82,719-39.2% | $134,475-62.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -24.89% | 944.92%-969.8pp | 701.18%-726.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,284 | $3,274-30.3% | $3,009-24.1% | $4,740-51.8% |
| Participant deferral / active EE | $8,664 | $4,802+80.4% | $4,395+97.1% | $6,400+35.4% |
| Admin fee / account holder | $3,723 | $5,983-37.8% | $5,329-30.1% | $11,426-67.4% |