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 | $27,401 | $152,509-82.0% | $117,472-76.7% | $134,475-79.6% |
| Participation rate | 94.1% | 77.1%+17.0pp | 70.6%+23.5pp | 81.2%+12.9pp |
| Annual return | -27.27% | 52.99%-80.3pp | 29.74%-57.0pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,604 | $5,571-71.2% | $4,176-61.6% | $4,740-66.2% |
| Participant deferral / active EE | $4,582 | $4,818-4.9% | $4,070+12.6% | $6,400-28.4% |
| Admin fee / account holder | $622 | $7,004-91.1% | $5,645-89.0% | $11,426-94.6% |