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 | $37,315 | $160,055-76.7% | $140,016-73.3% | $135,375-72.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.51% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $6,339 | $6,420-1.3% | $5,606+13.1% | $4,779+32.6% |
| Participant deferral / active EE | $5,307 | $7,642-30.6% | $6,927-23.4% | $5,609-5.4% |
| Admin fee / account holder | $2,195 | $13,328-83.5% | $10,705-79.5% | $10,827-79.7% |