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 | $17,188 | $92,703-81.5% | $82,719-79.2% | $134,475-87.2% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -22.92% | 944.92%-967.8pp | 701.18%-724.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,626 | $3,274+10.8% | $3,009+20.5% | $4,740-23.5% |
| Participant deferral / active EE | $6,901 | $4,802+43.7% | $4,395+57.0% | $6,400+7.8% |
| Admin fee / account holder | $504 | $5,983-91.6% | $5,329-90.5% | $11,426-95.6% |