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 | $29,911 | $84,695-64.7% | $73,843-59.5% | $125,391-76.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -7.24% | 3123.53%-3130.8pp | 2267.84%-2275.1pp | 282.22%-289.5pp |
| Employer contribution / active EE | $819 | $3,123-73.8% | $2,787-70.6% | $4,866-83.2% |
| Participant deferral / active EE | $2,880 | $3,992-27.9% | $3,583-19.6% | $5,352-46.2% |
| Admin fee / account holder | $7,654 | $5,691+34.5% | $4,880+56.8% | $9,540-19.8% |