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 | $17,947 | $97,757-81.6% | $83,848-78.6% | $135,375-86.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -17.92% | 1287.37%-1305.3pp | 850.88%-868.8pp | 519.73%-537.7pp |
| Employer contribution / active EE | $2,278 | $4,222-46.0% | $3,631-37.2% | $4,779-52.3% |
| Participant deferral / active EE | $7,906 | $4,682+68.9% | $4,082+93.7% | $5,609+41.0% |
| Admin fee / account holder | $2,989 | $6,674-55.2% | $5,478-45.4% | $10,827-72.4% |