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 | $12,214 | $90,600-86.5% | $79,464-84.6% | $135,375-91.0% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -11.39% | 977.43%-988.8pp | 718.14%-729.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,335 | $3,068-56.5% | $2,800-52.3% | $4,779-72.1% |
| Participant deferral / active EE | $3,434 | $4,050-15.2% | $3,704-7.3% | $5,609-38.8% |
| Admin fee / account holder | $680 | $5,907-88.5% | $5,113-86.7% | $10,827-93.7% |