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 | $115,481 | $197,825-41.6% | $155,790-25.9% | $125,391-7.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.03% | 86.74%-91.8pp | 71.54%-76.6pp | 282.22%-287.3pp |
| Employer contribution / active EE | $16,644 | $4,847+243.4% | $3,836+333.9% | $4,866+242.0% |
| Participant deferral / active EE | $9,755 | $5,630+73.3% | $4,797+103.4% | $5,352+82.3% |
| Admin fee / account holder | $1,775 | $9,545-81.4% | $7,478-76.3% | $9,540-81.4% |