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 | $55,734 | $97,757-43.0% | $83,848-33.5% | $135,375-58.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.70% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,145 | $4,222-1.8% | $3,631+14.2% | $4,779-13.3% |
| Participant deferral / active EE | $3,379 | $4,682-27.8% | $4,082-17.2% | $5,609-39.8% |
| Admin fee / account holder | $740 | $6,674-88.9% | $5,478-86.5% | $10,827-93.2% |