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 | $70,232 | $92,703-24.2% | $82,719-15.1% | $134,475-47.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -22.16% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,836 | $3,274-43.9% | $3,009-39.0% | $4,740-61.3% |
| Participant deferral / active EE | $5,894 | $4,802+22.7% | $4,395+34.1% | $6,400-7.9% |
| Admin fee / account holder | $13,320 | $5,983+122.7% | $5,329+150.0% | $11,426+16.6% |