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 6-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 | $23,131 | $138,044-83.2% | $125,339-81.5% | $134,475-82.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.97% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,990 | $5,243-43.0% | $4,814-37.9% | $4,740-36.9% |
| Participant deferral / active EE | $5,535 | $7,799-29.0% | $7,446-25.7% | $6,400-13.5% |
| Admin fee / account holder | $3,016 | $11,571-73.9% | $10,010-69.9% | $11,426-73.6% |