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 7-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 | $43,048 | $88,594-51.4% | $70,092-38.6% | $134,475-68.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -24.29% | 442.67%-467.0pp | 190.73%-215.0pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,130 | $3,233-65.0% | $2,559-55.8% | $4,740-76.2% |
| Participant deferral / active EE | $8,023 | $4,772+68.1% | $3,849+108.5% | $6,400+25.4% |
| Admin fee / account holder | $2,498 | $10,441-76.1% | $6,267-60.1% | $11,426-78.1% |