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 | $21,590 | $97,757-77.9% | $83,848-74.3% | $135,375-84.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -11.87% | 1287.37%-1299.2pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,544 | $4,222-39.7% | $3,631-29.9% | $4,779-46.8% |
| Participant deferral / active EE | $7,138 | $4,682+52.5% | $4,082+74.9% | $5,609+27.3% |
| Admin fee / account holder | $2,671 | $6,674-60.0% | $5,478-51.2% | $10,827-75.3% |