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 | $15,021 | $97,757-84.6% | $83,848-82.1% | $135,375-88.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.77% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,848 | $4,222-56.2% | $3,631-49.1% | $4,779-61.3% |
| Participant deferral / active EE | $2,947 | $4,682-37.1% | $4,082-27.8% | $5,609-47.5% |
| Admin fee / account holder | $648 | $6,674-90.3% | $5,478-88.2% | $10,827-94.0% |