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 10-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 | $36,028 | $92,703-61.1% | $82,719-56.4% | $134,475-73.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -23.31% | 944.92%-968.2pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,580 | $3,274+9.3% | $3,009+19.0% | $4,740-24.5% |
| Participant deferral / active EE | $7,221 | $4,802+50.4% | $4,395+64.3% | $6,400+12.8% |
| Admin fee / account holder | $492 | $5,983-91.8% | $5,329-90.8% | $11,426-95.7% |