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 | $38,213 | $97,757-60.9% | $83,848-54.4% | $135,375-71.8% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -12.04% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,931 | $4,222-30.6% | $3,631-19.3% | $4,779-38.7% |
| Participant deferral / active EE | $9,299 | $4,682+98.6% | $4,082+127.8% | $5,609+65.8% |
| Admin fee / account holder | $466 | $6,674-93.0% | $5,478-91.5% | $10,827-95.7% |