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 | $79,771 | $180,449-55.8% | $154,107-48.2% | $135,375-41.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.24% | 888.09%-899.3pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $14,359 | $6,035+137.9% | $5,298+171.1% | $4,779+200.5% |
| Participant deferral / active EE | $4,290 | $5,806-26.1% | $5,081-15.6% | $5,609-23.5% |
| Admin fee / account holder | $1,422 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |