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 | $78,410 | $135,635-42.2% | $110,238-28.9% | $135,375-42.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.95% | 513.19%-523.1pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,701 | $4,906-65.3% | $3,826-55.5% | $4,779-64.4% |
| Participant deferral / active EE | $14,540 | $5,506+164.1% | $4,672+211.2% | $5,609+159.2% |
| Admin fee / account holder | $745 | $11,457-93.5% | $8,547-91.3% | $10,827-93.1% |