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 | $70,267 | $198,466-64.6% | $170,442-58.8% | $147,584-52.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.6pp |
| Employer contribution / active EE | $2,571 | $6,184-58.4% | $5,433-52.7% | $4,876-47.3% |
| Participant deferral / active EE | $7,286 | $5,629+29.4% | $4,939+47.5% | $5,439+34.0% |
| Admin fee / account holder | $8,746 | $16,852-48.1% | $13,880-37.0% | $10,885-19.7% |