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 | $28,464 | $97,757-70.9% | $83,848-66.1% | $135,375-79.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.34% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,329 | $4,222-44.8% | $3,631-35.9% | $4,779-51.3% |
| Participant deferral / active EE | $7,755 | $4,682+65.6% | $4,082+90.0% | $5,609+38.3% |
| Admin fee / account holder | $3,623 | $6,674-45.7% | $5,478-33.9% | $10,827-66.5% |