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 | $89,088 | $190,805-53.3% | $159,960-44.3% | $134,475-33.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.52% | 552.23%-575.8pp | 408.60%-432.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $7,140 | $4,995+42.9% | $4,226+69.0% | $4,740+50.6% |
| Participant deferral / active EE | $2,667 | $6,923-61.5% | $6,182-56.9% | $6,400-58.3% |
| Admin fee / account holder | $687 | $10,471-93.4% | $8,698-92.1% | $11,426-94.0% |