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 | $22,663 | $97,757-76.8% | $83,848-73.0% | $135,375-83.3% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -12.87% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,034 | $4,222-28.1% | $3,631-16.4% | $4,779-36.5% |
| Participant deferral / active EE | $4,962 | $4,682+6.0% | $4,082+21.6% | $5,609-11.5% |
| Admin fee / account holder | $603 | $6,674-91.0% | $5,478-89.0% | $10,827-94.4% |