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 | $42,215 | $82,630-48.9% | $64,105-34.1% | $125,391-66.3% |
| Participation rate | 82.6% | 75.9%+6.8pp | 68.2%+14.4pp | 83.2%-0.6pp |
| Annual return | -6.82% | 1489.72%-1496.5pp | 791.24%-798.1pp | 282.22%-289.0pp |
| Employer contribution / active EE | $1,620 | $2,671-39.3% | $1,820-11.0% | $4,866-66.7% |
| Participant deferral / active EE | $2,898 | $3,608-19.7% | $2,822+2.7% | $5,352-45.9% |
| Admin fee / account holder | $1,603 | $6,382-74.9% | $4,499-64.4% | $9,540-83.2% |