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 | $65,861 | $82,664-20.3% | $125,339-47.5% | $68,494-3.8% |
| Participation rate | 71.6% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -20.78% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,012 | $6,110+80.2% | $7,446+47.9% | $4,027+173.4% |
| Admin fee / account holder | $9,943 | $6,275+58.4% | $10,010-0.7% | $5,403+84.0% |