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 9-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 | $28,051 | $88,751-68.4% | $81,812-65.7% | $145,922-80.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | -4.36% | 1025.40%-1029.8pp | 773.79%-778.1pp | 561.29%-565.6pp |
| Employer contribution / active EE | $3,211 | $3,083+4.1% | $2,912+10.3% | $4,660-31.1% |
| Participant deferral / active EE | $5,035 | $4,643+8.4% | $4,319+16.6% | $6,688-24.7% |
| Admin fee / account holder | $1,500 | $8,415-82.2% | $7,386-79.7% | $13,397-88.8% |