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 | $79,094 | $180,449-56.2% | $154,107-48.7% | $135,375-41.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.33% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,600 | $6,035-56.9% | $5,298-50.9% | $4,779-45.6% |
| Participant deferral / active EE | $5,332 | $5,806-8.2% | $5,081+4.9% | $5,609-4.9% |
| Admin fee / account holder | $2,241 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |