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 | $61,298 | $135,635-54.8% | $110,238-44.4% | $135,375-54.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.48% | 513.19%-524.7pp | 314.74%-326.2pp | 519.73%-531.2pp |
| Employer contribution / active EE | $5,547 | $4,906+13.1% | $3,826+45.0% | $4,779+16.1% |
| Participant deferral / active EE | $12,968 | $5,506+135.5% | $4,672+177.6% | $5,609+131.2% |
| Admin fee / account holder | $975 | $11,457-91.5% | $8,547-88.6% | $10,827-91.0% |