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 8-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 | $22,426 | $95,971-76.6% | $74,550-69.9% | $135,375-83.4% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -11.79% | 56.96%-68.8pp | 32.53%-44.3pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,227 | $2,716-18.0% | $1,961+13.6% | $4,779-53.4% |
| Participant deferral / active EE | $8,449 | $3,843+119.8% | $3,108+171.9% | $5,609+50.6% |
| Admin fee / account holder | $327 | $6,522-95.0% | $5,060-93.5% | $10,827-97.0% |