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 | $36,413 | $92,703-60.7% | $82,719-56.0% | $134,475-72.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -24.47% | 944.92%-969.4pp | 701.18%-725.7pp | 417.96%-442.4pp |
| Employer contribution / active EE | $3,353 | $3,274+2.4% | $3,009+11.4% | $4,740-29.3% |
| Participant deferral / active EE | $6,895 | $4,802+43.6% | $4,395+56.9% | $6,400+7.7% |
| Admin fee / account holder | $312 | $5,983-94.8% | $5,329-94.1% | $11,426-97.3% |