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 | $65,121 | $92,703-29.8% | $82,719-21.3% | $134,475-51.6% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -26.72% | 944.92%-971.6pp | 701.18%-727.9pp | 417.96%-444.7pp |
| Employer contribution / active EE | $2,944 | $3,274-10.1% | $3,009-2.2% | $4,740-37.9% |
| Participant deferral / active EE | $12,448 | $4,802+159.2% | $4,395+183.2% | $6,400+94.5% |
| Admin fee / account holder | $10,601 | $5,983+77.2% | $5,329+98.9% | $11,426-7.2% |