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 | $26,487 | $226,064-88.3% | $182,532-85.5% | $152,861-82.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | -9.35% | 192.51%-201.9pp | 148.54%-157.9pp | 345.32%-354.7pp |
| Employer contribution / active EE | $2,023 | $4,978-59.4% | $4,076-50.4% | $4,762-57.5% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,993 | $10,703-72.0% | $8,592-65.2% | $11,596-74.2% |