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 | $117,905 | $138,065-14.6% | $123,544-4.6% | $135,375-12.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.50% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,495 | $5,151-12.7% | $4,628-2.9% | $4,779-5.9% |
| Participant deferral / active EE | $8,916 | $6,799+31.1% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $3,349 | $10,916-69.3% | $9,284-63.9% | $10,827-69.1% |