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 | $36,567 | $180,449-79.7% | $154,107-76.3% | $135,375-73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.82% | 888.09%-898.9pp | 735.12%-745.9pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,384 | $6,035-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $8,004 | $5,806+37.9% | $5,081+57.5% | $5,609+42.7% |
| Admin fee / account holder | $604 | $16,143-96.3% | $13,411-95.5% | $10,827-94.4% |