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 | $45,306 | $105,860-57.2% | $90,749-50.1% | $134,475-66.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.72% | -11.01%-13.7pp | -12.16%-12.6pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,708 | $3,462-50.7% | $2,921-41.5% | $4,740-64.0% |
| Participant deferral / active EE | $10,250 | $5,216+96.5% | $4,564+124.6% | $6,400+60.2% |
| Admin fee / account holder | $540,398 | $13,938+3777.2% | $8,445+6299.3% | $11,426+4629.6% |