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 | $33,403 | $202,432-83.5% | $169,368-80.3% | $139,434-76.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -45.14% | 531.74%-576.9pp | 405.60%-450.7pp | 372.94%-418.1pp |
| Employer contribution / active EE | $2,883 | $4,692-38.6% | $4,013-28.2% | $4,751-39.3% |
| Participant deferral / active EE | $6,506 | $6,938-6.2% | $6,221+4.6% | $6,710-3.0% |
| Admin fee / account holder | $958 | $10,708-91.0% | $9,003-89.4% | $11,403-91.6% |