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 10-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 | $75,298 | $97,757-23.0% | $83,848-10.2% | $135,375-44.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.67% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,139 | $4,222-49.3% | $3,631-41.1% | $4,779-55.2% |
| Participant deferral / active EE | $3,987 | $4,682-14.9% | $4,082-2.3% | $5,609-28.9% |
| Admin fee / account holder | $2,122 | $6,674-68.2% | $5,478-61.3% | $10,827-80.4% |