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 | $15,678 | $97,757-84.0% | $83,848-81.3% | $135,375-88.4% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -10.61% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $708 | $4,222-83.2% | $3,631-80.5% | $4,779-85.2% |
| Participant deferral / active EE | $4,456 | $4,682-4.8% | $4,082+9.2% | $5,609-20.5% |
| Admin fee / account holder | $5,159 | $6,674-22.7% | $5,478-5.8% | $10,827-52.3% |