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 | $18,573 | $97,757-81.0% | $83,848-77.8% | $135,375-86.3% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -11.25% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,422 | $4,222-42.6% | $3,631-33.3% | $4,779-49.3% |
| Participant deferral / active EE | $3,888 | $4,682-17.0% | $4,082-4.7% | $5,609-30.7% |
| Admin fee / account holder | $3,840 | $6,674-42.5% | $5,478-29.9% | $10,827-64.5% |