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 | $46,085 | $102,966-55.2% | $90,281-49.0% | $152,861-69.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -5.83% | 95.16%-101.0pp | 78.10%-83.9pp | 345.32%-351.1pp |
| Employer contribution / active EE | $1,550 | $3,139-50.6% | $2,854-45.7% | $4,762-67.5% |
| Participant deferral / active EE | $1,730 | $4,281-59.6% | $3,885-55.5% | $5,850-70.4% |
| Admin fee / account holder | $545 | $6,171-91.2% | $5,351-89.8% | $11,596-95.3% |