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 | $23,544 | $84,695-72.2% | $73,843-68.1% | $125,391-81.2% |
| Participation rate | 90.9% | 76.8%+14.2pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -5.52% | 3123.53%-3129.0pp | 2267.84%-2273.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $3,099 | $3,123-0.8% | $2,787+11.2% | $4,866-36.3% |
| Participant deferral / active EE | $4,770 | $3,992+19.5% | $3,583+33.1% | $5,352-10.9% |
| Admin fee / account holder | $1,066 | $5,691-81.3% | $4,880-78.2% | $9,540-88.8% |