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 | $47,921 | $60,124-20.3% | $90,404-47.0% | $79,858-40.0% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | -2.15% | 71.94%-74.1pp | 1293.02%-1295.2pp | 31.71%-33.9pp |
| Employer contribution / active EE | $2,019 | $2,068-2.3% | $3,262-38.1% | $2,471-18.3% |
| Participant deferral / active EE | $3,393 | $2,938+15.5% | $3,963-14.4% | $3,740-9.3% |
| Admin fee / account holder | $2,897 | $3,976-27.1% | $5,611-48.4% | $5,306-45.4% |