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 | $29,025 | $92,703-68.7% | $82,719-64.9% | $134,475-78.4% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -22.16% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,385 | $3,274-57.7% | $3,009-54.0% | $4,740-70.8% |
| Participant deferral / active EE | $3,363 | $4,802-30.0% | $4,395-23.5% | $6,400-47.4% |
| Admin fee / account holder | $2,076 | $5,983-65.3% | $5,329-61.1% | $11,426-81.8% |