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 | $67,805 | $209,411-67.6% | $178,490-62.0% | $158,922-57.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.08% | 188.75%-190.8pp | 151.07%-153.1pp | 302.83%-304.9pp |
| Employer contribution / active EE | $2,857 | $5,706-49.9% | $5,011-43.0% | $4,761-40.0% |
| Participant deferral / active EE | $6,414 | $5,954+7.7% | $5,202+23.3% | $5,982+7.2% |
| Admin fee / account holder | $1,056 | $17,074-93.8% | $13,984-92.4% | $11,246-90.6% |