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 | $41,380 | $82,664-49.9% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.13% | -5.97%-19.2pp | 572.05%-597.2pp | -7.84%-17.3pp |
| Employer contribution / active EE | $2,355 | $3,381-30.4% | $4,814-51.1% | $2,596-9.3% |
| Participant deferral / active EE | $5,834 | $6,110-4.5% | $7,446-21.6% | $4,027+44.9% |
| Admin fee / account holder | $504 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |