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 | $23,654 | $112,881-79.0% | $90,951-74.0% | $158,922-85.1% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | -64.28% | 215.79%-280.1pp | 134.60%-198.9pp | 302.83%-367.1pp |
| Employer contribution / active EE | $1,027 | $2,893-64.5% | $2,122-51.6% | $4,761-78.4% |
| Participant deferral / active EE | $1,833 | $4,128-55.6% | $3,373-45.7% | $5,982-69.4% |
| Admin fee / account holder | $474 | $8,041-94.1% | $5,959-92.0% | $11,246-95.8% |