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 | $32,554 | $82,630-60.6% | $64,105-49.2% | $125,391-74.0% |
| Participation rate | 95.2% | 75.9%+19.4pp | 68.2%+27.1pp | 83.2%+12.0pp |
| Annual return | -5.10% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,221 | $3,608-38.4% | $2,822-21.3% | $5,352-58.5% |
| Admin fee / account holder | $574 | $6,382-91.0% | $4,499-87.2% | $9,540-94.0% |