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 | $22,606 | $167,307-86.5% | $143,757-84.3% | $134,475-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.27% | 0.46%-38.7pp | -0.04%-38.2pp | 417.96%-456.2pp |
| Employer contribution / active EE | $3,149 | $5,619-44.0% | $4,951-36.4% | $4,740-33.6% |
| Participant deferral / active EE | $8,538 | $6,446+32.5% | $5,637+51.5% | $6,400+33.4% |
| Admin fee / account holder | $63,096 | $18,088+248.8% | $14,673+330.0% | $11,426+452.2% |