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 4-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 | $47,476 | $106,543-55.4% | $91,220-48.0% | $134,475-64.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.66% | 160.60%-182.3pp | 114.01%-135.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,661 | $3,331-50.1% | $2,850-41.7% | $4,740-65.0% |
| Participant deferral / active EE | $15,985 | $4,719+238.7% | $4,234+277.6% | $6,400+149.8% |
| Admin fee / account holder | $984 | $6,231-84.2% | $5,420-81.9% | $11,426-91.4% |