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 | $28,358 | $88,594-68.0% | $70,092-59.5% | $134,475-78.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.94% | 442.67%-464.6pp | 190.73%-212.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,376 | $3,233-57.4% | $2,559-46.2% | $4,740-71.0% |
| Participant deferral / active EE | $2,255 | $4,772-52.8% | $3,849-41.4% | $6,400-64.8% |
| Admin fee / account holder | $422 | $10,441-96.0% | $6,267-93.3% | $11,426-96.3% |