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 | $54,030 | $92,703-41.7% | $82,719-34.7% | $134,475-59.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -23.57% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $10,124 | $3,274+209.2% | $3,009+236.5% | $4,740+113.6% |
| Participant deferral / active EE | $8,719 | $4,802+81.6% | $4,395+98.4% | $6,400+36.2% |
| Admin fee / account holder | $7,239 | $5,983+21.0% | $5,329+35.9% | $11,426-36.6% |