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 | $32,487 | $156,846-79.3% | $121,098-73.2% | $139,434-76.7% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | -6.33% | 1474.56%-1480.9pp | 985.75%-992.1pp | 372.94%-379.3pp |
| Employer contribution / active EE | $920 | $5,536-83.4% | $4,164-77.9% | $4,751-80.6% |
| Participant deferral / active EE | $2,268 | $4,844-53.2% | $4,080-44.4% | $6,710-66.2% |
| Admin fee / account holder | $91,789 | $6,946+1221.5% | $5,644+1526.2% | $11,403+705.0% |