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 9-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 | $41,570 | $82,664-49.7% | $125,339-66.8% | $68,494-39.3% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,058 | $3,381-9.5% | $4,814-36.5% | $2,596+17.8% |
| Participant deferral / active EE | $6,708 | $6,110+9.8% | $7,446-9.9% | $4,027+66.6% |
| Admin fee / account holder | $1,776 | $6,275-71.7% | $10,010-82.3% | $5,403-67.1% |