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 | $93,265 | $99,640-6.4% | $86,436+7.9% | $134,475-30.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -24.75% | 6782.58%-6807.3pp | 4394.89%-4419.6pp | 417.96%-442.7pp |
| Employer contribution / active EE | $3,200 | $4,400-27.3% | $3,769-15.1% | $4,740-32.5% |
| Participant deferral / active EE | $7,594 | $7,246+4.8% | $6,952+9.2% | $6,400+18.7% |
| Admin fee / account holder | $36,110 | $8,371+331.3% | $6,731+436.5% | $11,426+216.0% |