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 | $24,514 | $105,181-76.7% | $159,436-84.6% | $85,850-71.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | -1.78% | 45.07%-46.9pp | 263.57%-265.4pp | 318.53%-320.3pp |
| Employer contribution / active EE | $3,500 | $3,318+5.5% | $4,829-27.5% | $2,565+36.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,801 | $6,933-74.0% | $10,799-83.3% | $6,260-71.2% |