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 | $31,964 | $99,640-67.9% | $86,436-63.0% | $134,475-76.2% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -23.12% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,150 | $4,400-73.9% | $3,769-69.5% | $4,740-75.7% |
| Participant deferral / active EE | $4,611 | $7,246-36.4% | $6,952-33.7% | $6,400-28.0% |
| Admin fee / account holder | $1,654 | $8,371-80.2% | $6,731-75.4% | $11,426-85.5% |