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 9-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 | $74,621 | $104,907-28.9% | $84,611-11.8% | $152,861-51.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -3.49% | 373.79%-377.3pp | 258.74%-262.2pp | 345.32%-348.8pp |
| Employer contribution / active EE | $2,339 | $3,302-29.2% | $2,652-11.8% | $4,762-50.9% |
| Participant deferral / active EE | $5,019 | $4,688+7.1% | $3,899+28.7% | $5,850-14.2% |
| Admin fee / account holder | $3,722 | $6,241-40.4% | $4,912-24.2% | $11,596-67.9% |