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 | $28,241 | $99,020-71.5% | $86,590-67.4% | $147,584-80.9% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | -8.76% | 1312.34%-1321.1pp | 964.84%-973.6pp | 578.55%-587.3pp |
| Employer contribution / active EE | $1,096 | $3,132-65.0% | $2,839-61.4% | $4,876-77.5% |
| Participant deferral / active EE | $4,437 | $3,972+11.7% | $3,609+23.0% | $5,439-18.4% |
| Admin fee / account holder | $2,808 | $5,710-50.8% | $4,906-42.8% | $10,885-74.2% |