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 | $109,182 | $160,055-31.8% | $140,016-22.0% | $135,375-19.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.51% | 911.38%-929.9pp | 651.12%-669.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $5,730 | $6,420-10.8% | $5,606+2.2% | $4,779+19.9% |
| Participant deferral / active EE | $6,400 | $7,642-16.2% | $6,927-7.6% | $5,609+14.1% |
| Admin fee / account holder | $873 | $13,328-93.4% | $10,705-91.8% | $10,827-91.9% |