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 | $55,188 | $135,635-59.3% | $110,238-49.9% | $135,375-59.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.67% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $8,871 | $4,906+80.8% | $3,826+131.8% | $4,779+85.6% |
| Participant deferral / active EE | $10,544 | $5,506+91.5% | $4,672+125.7% | $5,609+88.0% |
| Admin fee / account holder | $3,054 | $11,457-73.3% | $8,547-64.3% | $10,827-71.8% |