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 | $47,419 | $138,065-65.7% | $123,544-61.6% | $135,375-65.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.22% | 153.68%-172.9pp | 119.20%-138.4pp | 519.73%-539.0pp |
| Employer contribution / active EE | $11,287 | $5,151+119.1% | $4,628+143.9% | $4,779+136.2% |
| Participant deferral / active EE | $19,274 | $6,799+183.5% | $6,426+200.0% | $5,609+243.6% |
| Admin fee / account holder | $1,890 | $10,916-82.7% | $9,284-79.6% | $10,827-82.5% |