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 | $23,752 | $97,757-75.7% | $83,848-71.7% | $135,375-82.5% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -10.90% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,273 | $4,222-69.8% | $3,631-64.9% | $4,779-73.4% |
| Participant deferral / active EE | $2,577 | $4,682-45.0% | $4,082-36.9% | $5,609-54.1% |
| Admin fee / account holder | $922 | $6,674-86.2% | $5,478-83.2% | $10,827-91.5% |