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 | $56,393 | $92,703-39.2% | $82,719-31.8% | $134,475-58.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.20% | 944.92%-966.1pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,594 | $3,274-20.8% | $3,009-13.8% | $4,740-45.3% |
| Participant deferral / active EE | $10,441 | $4,802+117.4% | $4,395+137.6% | $6,400+63.1% |
| Admin fee / account holder | $15,845 | $5,983+164.9% | $5,329+197.3% | $11,426+38.7% |