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 | $63,455 | $135,635-53.2% | $110,238-42.4% | $135,375-53.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.19% | 513.19%-524.4pp | 314.74%-325.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $8,136 | $4,906+65.8% | $3,826+112.6% | $4,779+70.2% |
| Participant deferral / active EE | $8,208 | $5,506+49.1% | $4,672+75.7% | $5,609+46.3% |
| Admin fee / account holder | $397 | $11,457-96.5% | $8,547-95.4% | $10,827-96.3% |