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 | $43,651 | $97,757-55.3% | $83,848-47.9% | $135,375-67.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -9.87% | 1287.37%-1297.2pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,402 | $4,222-43.1% | $3,631-33.8% | $4,779-49.7% |
| Participant deferral / active EE | $5,026 | $4,682+7.3% | $4,082+23.1% | $5,609-10.4% |
| Admin fee / account holder | $453 | $6,674-93.2% | $5,478-91.7% | $10,827-95.8% |