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 | $28,275 | $112,096-74.8% | $95,952-70.5% | $158,922-82.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -18.70% | 171.09%-189.8pp | 91.61%-110.3pp | 302.83%-321.5pp |
| Employer contribution / active EE | $967 | $3,198-69.8% | $2,541-62.0% | $4,761-79.7% |
| Participant deferral / active EE | $4,835 | $4,784+1.1% | $4,167+16.0% | $5,982-19.2% |
| Admin fee / account holder | $6,741 | $10,130-33.5% | $6,795-0.8% | $11,246-40.1% |