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 | $49,498 | $99,640-50.3% | $86,436-42.7% | $134,475-63.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -26.71% | 6782.58%-6809.3pp | 4394.89%-4421.6pp | 417.96%-444.7pp |
| Employer contribution / active EE | $3,636 | $4,400-17.4% | $3,769-3.5% | $4,740-23.3% |
| Participant deferral / active EE | $8,906 | $7,246+22.9% | $6,952+28.1% | $6,400+39.2% |
| Admin fee / account holder | $879 | $8,371-89.5% | $6,731-86.9% | $11,426-92.3% |