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 | $138,485 | $97,757+41.7% | $83,848+65.2% | $135,375+2.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.55% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,943 | $4,222-30.3% | $3,631-19.0% | $4,779-38.4% |
| Participant deferral / active EE | $7,401 | $4,682+58.1% | $4,082+81.3% | $5,609+32.0% |
| Admin fee / account holder | $1,318 | $6,674-80.3% | $5,478-75.9% | $10,827-87.8% |