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 | $34,987 | $97,757-64.2% | $83,848-58.3% | $135,375-74.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -28.72% | 1287.37%-1316.1pp | 850.88%-879.6pp | 519.73%-548.5pp |
| Employer contribution / active EE | $3,332 | $4,222-21.1% | $3,631-8.2% | $4,779-30.3% |
| Participant deferral / active EE | $1,246 | $4,682-73.4% | $4,082-69.5% | $5,609-77.8% |
| Admin fee / account holder | $595 | $6,674-91.1% | $5,478-89.1% | $10,827-94.5% |