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 | $44,495 | $180,449-75.3% | $154,107-71.1% | $135,375-67.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,826 | $6,035-69.7% | $5,298-65.5% | $4,779-61.8% |
| Participant deferral / active EE | $5,072 | $5,806-12.7% | $5,081-0.2% | $5,609-9.6% |
| Admin fee / account holder | $3,009 | $16,143-81.4% | $13,411-77.6% | $10,827-72.2% |