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 | $48,119 | $97,757-50.8% | $83,848-42.6% | $135,375-64.5% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -12.74% | 1287.37%-1300.1pp | 850.88%-863.6pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,661 | $4,222-37.0% | $3,631-26.7% | $4,779-44.3% |
| Participant deferral / active EE | $8,610 | $4,682+83.9% | $4,082+110.9% | $5,609+53.5% |
| Admin fee / account holder | $695 | $6,674-89.6% | $5,478-87.3% | $10,827-93.6% |