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 | $23,905 | $81,632-70.7% | $70,449-66.1% | $158,922-85.0% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -8.33% | 208.40%-216.7pp | 109.03%-117.4pp | 302.83%-311.2pp |
| Employer contribution / active EE | $5,009 | $3,217+55.7% | $2,737+83.0% | $4,761+5.2% |
| Participant deferral / active EE | $6,626 | $4,554+45.5% | $3,709+78.7% | $5,982+10.8% |
| Admin fee / account holder | $248,858 | $6,193+3918.7% | $3,845+6371.9% | $11,246+2112.9% |