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 | $62,061 | $97,757-36.5% | $83,848-26.0% | $135,375-54.2% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -15.17% | 1287.37%-1302.5pp | 850.88%-866.1pp | 519.73%-534.9pp |
| Employer contribution / active EE | $1,913 | $4,222-54.7% | $3,631-47.3% | $4,779-60.0% |
| Participant deferral / active EE | $4,827 | $4,682+3.1% | $4,082+18.3% | $5,609-13.9% |
| Admin fee / account holder | $688 | $6,674-89.7% | $5,478-87.4% | $10,827-93.6% |