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 | $128,568 | $180,449-28.8% | $154,107-16.6% | $135,375-5.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.89% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $7,121 | $6,035+18.0% | $5,298+34.4% | $4,779+49.0% |
| Participant deferral / active EE | $2,963 | $5,806-49.0% | $5,081-41.7% | $5,609-47.2% |
| Admin fee / account holder | $2,544 | $16,143-84.2% | $13,411-81.0% | $10,827-76.5% |