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 | $37,506 | $135,635-72.3% | $110,238-66.0% | $135,375-72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.20% | 513.19%-522.4pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $9,057 | $4,906+84.6% | $3,826+136.7% | $4,779+89.5% |
| Participant deferral / active EE | $6,105 | $5,506+10.9% | $4,672+30.7% | $5,609+8.8% |
| Admin fee / account holder | $570 | $11,457-95.0% | $8,547-93.3% | $10,827-94.7% |