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 | $43,467 | $90,600-52.0% | $79,464-45.3% | $135,375-67.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.75% | 977.43%-987.2pp | 718.14%-727.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,429 | $3,068-20.8% | $2,800-13.3% | $4,779-49.2% |
| Participant deferral / active EE | $3,527 | $4,050-12.9% | $3,704-4.8% | $5,609-37.1% |
| Admin fee / account holder | $343 | $5,907-94.2% | $5,113-93.3% | $10,827-96.8% |