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 | $23,472 | $84,695-72.3% | $73,843-68.2% | $125,391-81.3% |
| Participation rate | 94.7% | 76.8%+18.0pp | 73.4%+21.3pp | 83.2%+11.5pp |
| Annual return | -4.39% | 3123.53%-3127.9pp | 2267.84%-2272.2pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,760 | $3,123-43.7% | $2,787-36.9% | $4,866-63.8% |
| Participant deferral / active EE | $2,721 | $3,992-31.9% | $3,583-24.1% | $5,352-49.2% |
| Admin fee / account holder | $332 | $5,691-94.2% | $4,880-93.2% | $9,540-96.5% |