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 | $78,096 | $176,377-55.7% | $134,143-41.8% | $158,922-50.9% |
| Participation rate | 90.5% | 78.7%+11.8pp | 72.2%+18.3pp | 82.0%+8.5pp |
| Annual return | -5.65% | 63.63%-69.3pp | 36.33%-42.0pp | 302.83%-308.5pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,499 | $4,091-14.5% | $3,4990% | $5,982-41.5% |
| Admin fee / account holder | $13,035 | $8,718+49.5% | $6,684+95.0% | $11,246+15.9% |