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 | $78,877 | $168,632-53.2% | $147,614-46.6% | $125,391-37.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.02% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $12,000 | $6,252+91.9% | $5,564+115.7% | $4,866+146.6% |
| Participant deferral / active EE | $2,910 | $5,507-47.2% | $4,895-40.6% | $5,352-45.6% |
| Admin fee / account holder | $695 | $13,580-94.9% | $11,611-94.0% | $9,540-92.7% |