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 9-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 | $44,749 | $84,695-47.2% | $73,843-39.4% | $125,391-64.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -3.94% | 3123.53%-3127.5pp | 2267.84%-2271.8pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,791 | $3,123-42.7% | $2,787-35.7% | $4,866-63.2% |
| Participant deferral / active EE | $5,560 | $3,992+39.3% | $3,583+55.2% | $5,352+3.9% |
| Admin fee / account holder | $1,148 | $5,691-79.8% | $4,880-76.5% | $9,540-88.0% |