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 | $26,969 | $45,152-40.3% | $73,843-63.5% | $59,632-54.8% |
| Participation rate | 73.6% | 64.0%+9.6pp | 73.4%+0.1pp | 68.7%+4.9pp |
| Annual return | -4.67% | 27.40%-32.1pp | 2267.84%-2272.5pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $770 | $1,902-59.5% | $2,787-72.4% | $2,203-65.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,733 | $3,516-50.7% | $4,880-64.5% | $4,297-59.7% |