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 | $129,123 | $180,449-28.4% | $154,107-16.2% | $135,375-4.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.10% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,001 | $6,035-33.7% | $5,298-24.5% | $4,779-16.3% |
| Participant deferral / active EE | $16,916 | $5,806+191.3% | $5,081+233.0% | $5,609+201.6% |
| Admin fee / account holder | $570 | $16,143-96.5% | $13,411-95.8% | $10,827-94.7% |