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 | $33,537 | $180,449-81.4% | $154,107-78.2% | $135,375-75.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.93% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.7pp |
| Employer contribution / active EE | $5,519 | $6,035-8.5% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $3,040 | $5,806-47.6% | $5,081-40.2% | $5,609-45.8% |
| Admin fee / account holder | $662 | $16,143-95.9% | $13,411-95.1% | $10,827-93.9% |