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 | $33,743 | $90,600-62.8% | $79,464-57.5% | $135,375-75.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -12.41% | 977.43%-989.8pp | 718.14%-730.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $7,429 | $3,068+142.1% | $2,800+165.3% | $4,779+55.4% |
| Participant deferral / active EE | $4,642 | $4,050+14.6% | $3,704+25.3% | $5,609-17.2% |
| Admin fee / account holder | $633 | $5,907-89.3% | $5,113-87.6% | $10,827-94.2% |