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 | $47,919 | $97,757-51.0% | $83,848-42.8% | $135,375-64.6% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -10.71% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,880 | $4,222-55.5% | $3,631-48.2% | $4,779-60.7% |
| Participant deferral / active EE | $4,016 | $4,682-14.2% | $4,082-1.6% | $5,609-28.4% |
| Admin fee / account holder | $1,535 | $6,674-77.0% | $5,478-72.0% | $10,827-85.8% |