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 | $122,567 | $180,449-32.1% | $154,107-20.5% | $135,375-9.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.90% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,716 | $6,035-38.4% | $5,298-29.9% | $4,779-22.2% |
| Participant deferral / active EE | $8,087 | $5,806+39.3% | $5,081+59.2% | $5,609+44.2% |
| Admin fee / account holder | $492 | $16,143-97.0% | $13,411-96.3% | $10,827-95.5% |