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 | $66,201 | $56,199+17.8% | $67,652-2.1% | $59,632+11.0% |
| Participation rate | 70.6% | 71.5%-0.9pp | 75.7%-5.1pp | 68.7%+1.9pp |
| Annual return | -46.62% | 18505.31%-18551.9pp | 6625.04%-6671.7pp | 2041.28%-2087.9pp |
| Employer contribution / active EE | $1,569 | $1,614-2.8% | $2,266-30.8% | $2,203-28.8% |
| Participant deferral / active EE | $7,761 | $2,844+172.9% | $3,560+118.0% | $3,192+143.2% |
| Admin fee / account holder | $21,508 | $3,958+443.3% | $4,821+346.1% | $4,297+400.5% |