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 | $17,116 | $97,757-82.5% | $83,848-79.6% | $135,375-87.4% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -25.09% | 1287.37%-1312.5pp | 850.88%-876.0pp | 519.73%-544.8pp |
| Employer contribution / active EE | $6,803 | $4,222+61.1% | $3,631+87.4% | $4,779+42.3% |
| Participant deferral / active EE | $2,606 | $4,682-44.3% | $4,082-36.2% | $5,609-53.5% |
| Admin fee / account holder | $3,246 | $6,674-51.4% | $5,478-40.7% | $10,827-70.0% |