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 | $53,316 | $97,757-45.5% | $83,848-36.4% | $135,375-60.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.65% | 1287.37%-1305.0pp | 850.88%-868.5pp | 519.73%-537.4pp |
| Employer contribution / active EE | $5,120 | $4,222+21.3% | $3,631+41.0% | $4,779+7.1% |
| Participant deferral / active EE | $9,130 | $4,682+95.0% | $4,082+123.7% | $5,609+62.8% |
| Admin fee / account holder | $3,702 | $6,674-44.5% | $5,478-32.4% | $10,827-65.8% |