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 6-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 | $20,457 | $190,805-89.3% | $159,960-87.2% | $134,475-84.8% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -29.42% | 552.23%-581.7pp | 408.60%-438.0pp | 417.96%-447.4pp |
| Employer contribution / active EE | $1,594 | $4,995-68.1% | $4,226-62.3% | $4,740-66.4% |
| Participant deferral / active EE | $5,402 | $6,923-22.0% | $6,182-12.6% | $6,400-15.6% |
| Admin fee / account holder | $1,222 | $10,471-88.3% | $8,698-86.0% | $11,426-89.3% |