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 | $29,525 | $81,625-63.8% | $58,482-49.5% | $139,434-78.8% |
| Participation rate | 84.6% | 61.3%+23.3pp | 50.9%+33.8pp | 80.3%+4.3pp |
| Annual return | -14.09% | 7404.20%-7418.3pp | 4239.32%-4253.4pp | 372.94%-387.0pp |
| Employer contribution / active EE | $1,581 | $1,398+13.1% | $1,053+50.1% | $4,751-66.7% |
| Participant deferral / active EE | $5,711 | $2,557+123.4% | $1,924+196.9% | $6,710-14.9% |
| Admin fee / account holder | $768 | $3,265-76.5% | $2,516-69.5% | $11,403-93.3% |