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 | $27,795 | $116,175-76.1% | $93,606-70.3% | $152,861-81.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -23.03% | 35.96%-59.0pp | 32.76%-55.8pp | 345.32%-368.4pp |
| Employer contribution / active EE | $2,022 | $3,218-37.2% | $2,718-25.6% | $4,762-57.5% |
| Participant deferral / active EE | $7,674 | $4,603+66.7% | $4,069+88.6% | $5,850+31.2% |
| Admin fee / account holder | $26,500 | $10,748+146.6% | $7,888+235.9% | $11,596+128.5% |