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 9-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 | $11,384 | $90,600-87.4% | $79,464-85.7% | $135,375-91.6% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -13.96% | 977.43%-991.4pp | 718.14%-732.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $2,053 | $3,068-33.1% | $2,800-26.7% | $4,779-57.0% |
| Participant deferral / active EE | $5,530 | $4,050+36.5% | $3,704+49.3% | $5,609-1.4% |
| Admin fee / account holder | $447 | $5,907-92.4% | $5,113-91.3% | $10,827-95.9% |