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 5-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 | $25,028 | $99,640-74.9% | $86,436-71.0% | $134,475-81.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.16% | 6782.58%-6804.7pp | 4394.89%-4417.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,018 | $4,400-31.4% | $3,769-19.9% | $4,740-36.3% |
| Participant deferral / active EE | $8,747 | $7,246+20.7% | $6,952+25.8% | $6,400+36.7% |
| Admin fee / account holder | $1,000 | $8,371-88.1% | $6,731-85.1% | $11,426-91.2% |