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 7-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 | $26,974 | $106,543-74.7% | $91,220-70.4% | $134,475-79.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -23.44% | 160.60%-184.0pp | 114.01%-137.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,911 | $3,331+17.4% | $2,850+37.2% | $4,740-17.5% |
| Participant deferral / active EE | $23,135 | $4,719+390.3% | $4,234+446.5% | $6,400+261.5% |
| Admin fee / account holder | $12,264 | $6,231+96.8% | $5,420+126.3% | $11,426+7.3% |