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 | $47,556 | $96,305-50.6% | $80,569-41.0% | $139,434-65.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -12.76% | 1350.08%-1362.8pp | 935.43%-948.2pp | 372.94%-385.7pp |
| Employer contribution / active EE | $1,845 | $3,262-43.5% | $2,723-32.3% | $4,751-61.2% |
| Participant deferral / active EE | $1,971 | $5,232-62.3% | $4,447-55.7% | $6,710-70.6% |
| Admin fee / account holder | $10,047 | $6,599+52.3% | $5,377+86.9% | $11,403-11.9% |