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 | $31,740 | $180,449-82.4% | $154,107-79.4% | $135,375-76.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.24% | 888.09%-902.3pp | 735.12%-749.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $8,022 | $6,035+32.9% | $5,298+51.4% | $4,779+67.9% |
| Participant deferral / active EE | $7,111 | $5,806+22.5% | $5,081+40.0% | $5,609+26.8% |
| Admin fee / account holder | $352 | $16,143-97.8% | $13,411-97.4% | $10,827-96.7% |