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 5-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 | $77,445 | $99,640-22.3% | $86,436-10.4% | $134,475-42.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -25.53% | 6782.58%-6808.1pp | 4394.89%-4420.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,592 | $4,400-63.8% | $3,769-57.8% | $4,740-66.4% |
| Participant deferral / active EE | $10,189 | $7,246+40.6% | $6,952+46.6% | $6,400+59.2% |
| Admin fee / account holder | $4,451 | $8,371-46.8% | $6,731-33.9% | $11,426-61.0% |