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 6-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 | $25,007 | $88,594-71.8% | $70,092-64.3% | $134,475-81.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -22.40% | 442.67%-465.1pp | 190.73%-213.1pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,495 | $3,233-22.8% | $2,559-2.5% | $4,740-47.4% |
| Participant deferral / active EE | $8,431 | $4,772+76.7% | $3,849+119.1% | $6,400+31.7% |
| Admin fee / account holder | $326 | $10,441-96.9% | $6,267-94.8% | $11,426-97.1% |