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 | $24,890 | $90,600-72.5% | $79,464-68.7% | $135,375-81.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -12.98% | 977.43%-990.4pp | 718.14%-731.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,432 | $3,068-20.7% | $2,800-13.2% | $4,779-49.1% |
| Participant deferral / active EE | $6,666 | $4,050+64.6% | $3,704+80.0% | $5,609+18.8% |
| Admin fee / account holder | $352 | $5,907-94.0% | $5,113-93.1% | $10,827-96.7% |