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 | $32,909 | $135,635-75.7% | $110,238-70.1% | $135,375-75.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.85% | 513.19%-524.0pp | 314.74%-325.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,334 | $4,906-32.1% | $3,826-12.9% | $4,779-30.2% |
| Participant deferral / active EE | $6,362 | $5,506+15.5% | $4,672+36.2% | $5,609+13.4% |
| Admin fee / account holder | $447 | $11,457-96.1% | $8,547-94.8% | $10,827-95.9% |