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 | $68,778 | $180,449-61.9% | $154,107-55.4% | $135,375-49.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.14% | 888.09%-898.2pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,958 | $6,035-34.4% | $5,298-25.3% | $4,779-17.2% |
| Participant deferral / active EE | $5,305 | $5,806-8.6% | $5,081+4.4% | $5,609-5.4% |
| Admin fee / account holder | $339 | $16,143-97.9% | $13,411-97.5% | $10,827-96.9% |