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 | $52,857 | $99,640-47.0% | $86,436-38.8% | $134,475-60.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.72% | 6782.58%-6804.3pp | 4394.89%-4416.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,420 | $4,400-45.0% | $3,769-35.8% | $4,740-49.0% |
| Participant deferral / active EE | $4,084 | $7,246-43.6% | $6,952-41.2% | $6,400-36.2% |
| Admin fee / account holder | $1,538 | $8,371-81.6% | $6,731-77.1% | $11,426-86.5% |