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 8-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 | $37,324 | $190,805-80.4% | $159,960-76.7% | $134,475-72.2% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -21.59% | 552.23%-573.8pp | 408.60%-430.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,825 | $4,995-43.4% | $4,226-33.1% | $4,740-40.4% |
| Participant deferral / active EE | $3,900 | $6,923-43.7% | $6,182-36.9% | $6,400-39.1% |
| Admin fee / account holder | $516 | $10,471-95.1% | $8,698-94.1% | $11,426-95.5% |