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 | $85,241 | $180,449-52.8% | $154,107-44.7% | $135,375-37.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.13% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,828 | $6,035-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $6,635 | $5,806+14.3% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $1,543 | $16,143-90.4% | $13,411-88.5% | $10,827-85.8% |