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 | $69,370 | $152,509-54.5% | $117,472-40.9% | $134,475-48.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.57% | 52.99%-75.6pp | 29.74%-52.3pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,326 | $5,571-22.3% | $4,176+3.6% | $4,740-8.7% |
| Participant deferral / active EE | $6,658 | $4,818+38.2% | $4,070+63.6% | $6,400+4.0% |
| Admin fee / account holder | $581 | $7,004-91.7% | $5,645-89.7% | $11,426-94.9% |