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 | $30,368 | $115,770-73.8% | $101,248-70.0% | $158,922-80.9% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | -3.27% | 56.14%-59.4pp | 46.47%-49.7pp | 302.83%-306.1pp |
| Employer contribution / active EE | $1,806 | $4,175-56.7% | $3,660-50.6% | $4,761-62.1% |
| Participant deferral / active EE | $3,346 | $4,957-32.5% | $4,370-23.4% | $5,982-44.1% |
| Admin fee / account holder | $46,442 | $7,245+541.0% | $5,945+681.1% | $11,246+313.0% |