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 | $90,001 | $202,318-55.5% | $172,739-47.9% | $152,861-41.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | -42.36% | 1029.65%-1072.0pp | 802.84%-845.2pp | 345.32%-387.7pp |
| Employer contribution / active EE | $3,876 | $5,856-33.8% | $5,143-24.6% | $4,762-18.6% |
| Participant deferral / active EE | $3,242 | $5,948-45.5% | $5,198-37.6% | $5,850-44.6% |
| Admin fee / account holder | $838 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |