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 | $95,574 | $180,449-47.0% | $154,107-38.0% | $135,375-29.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.49% | 888.09%-899.6pp | 735.12%-746.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $7,418 | $6,035+22.9% | $5,298+40.0% | $4,779+55.2% |
| Participant deferral / active EE | $3,375 | $5,806-41.9% | $5,081-33.6% | $5,609-39.8% |
| Admin fee / account holder | $1,135 | $16,143-93.0% | $13,411-91.5% | $10,827-89.5% |