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 | $53,952 | $112,096-51.9% | $95,952-43.8% | $158,922-66.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.63% | 171.09%-176.7pp | 91.61%-97.2pp | 302.83%-308.5pp |
| Employer contribution / active EE | $1,310 | $3,198-59.0% | $2,541-48.4% | $4,761-72.5% |
| Participant deferral / active EE | $3,916 | $4,784-18.1% | $4,167-6.0% | $5,982-34.5% |
| Admin fee / account holder | $22,918 | $10,130+126.2% | $6,795+237.3% | $11,246+103.8% |