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 | $70,577 | $99,640-29.2% | $86,436-18.3% | $134,475-47.5% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -21.01% | 6782.58%-6803.6pp | 4394.89%-4415.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,909 | $4,400-11.2% | $3,769+3.7% | $4,740-17.5% |
| Participant deferral / active EE | $4,617 | $7,246-36.3% | $6,952-33.6% | $6,400-27.9% |
| Admin fee / account holder | $1,214 | $8,371-85.5% | $6,731-82.0% | $11,426-89.4% |