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 6-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 | $32,400 | $99,640-67.5% | $86,436-62.5% | $134,475-75.9% |
| Participation rate | 76.5% | 82.0%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -41.61% | 6782.58%-6824.2pp | 4394.89%-4436.5pp | 417.96%-459.6pp |
| Employer contribution / active EE | $1,417 | $4,400-67.8% | $3,769-62.4% | $4,740-70.1% |
| Participant deferral / active EE | $3,735 | $7,246-48.5% | $6,952-46.3% | $6,400-41.6% |
| Admin fee / account holder | $2,323 | $8,371-72.3% | $6,731-65.5% | $11,426-79.7% |