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 | $16,112 | $75,828-78.8% | $147,614-89.1% | $59,632-73.0% |
| Participation rate | 70.6% | 71.6%-1.0pp | 84.6%-14.0pp | 68.7%+1.9pp |
| Annual return | -13.72% | 0.37%-14.1pp | 61.98%-75.7pp | 2041.28%-2055.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,853 | $3,130+23.1% | $4,895-21.3% | $3,192+20.7% |
| Admin fee / account holder | $11,585 | $5,985+93.6% | $11,611-0.2% | $4,297+169.6% |