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 | $23,718 | $99,640-76.2% | $86,436-72.6% | $134,475-82.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.24% | 6782.58%-6804.8pp | 4394.89%-4417.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $10,150 | $4,400+130.7% | $3,769+169.3% | $4,740+114.1% |
| Participant deferral / active EE | $6,828 | $7,246-5.8% | $6,952-1.8% | $6,400+6.7% |
| Admin fee / account holder | $732 | $8,371-91.3% | $6,731-89.1% | $11,426-93.6% |