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 | $85,784 | $209,411-59.0% | $178,490-51.9% | $158,922-46.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -15.80% | 188.75%-204.6pp | 151.07%-166.9pp | 302.83%-318.6pp |
| Employer contribution / active EE | $17,582 | $5,706+208.1% | $5,011+250.9% | $4,761+269.3% |
| Participant deferral / active EE | $2,370 | $5,954-60.2% | $5,202-54.4% | $5,982-60.4% |
| Admin fee / account holder | $1,489 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |