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 | $28,523 | $106,543-73.2% | $91,220-68.7% | $134,475-78.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.28% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,832 | $3,331-45.0% | $2,850-35.7% | $4,740-61.4% |
| Participant deferral / active EE | $2,855 | $4,719-39.5% | $4,234-32.6% | $6,400-55.4% |
| Admin fee / account holder | $710 | $6,231-88.6% | $5,420-86.9% | $11,426-93.8% |