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 | $27,392 | $202,432-86.5% | $169,368-83.8% | $139,434-80.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -8.44% | 531.74%-540.2pp | 405.60%-414.0pp | 372.94%-381.4pp |
| Employer contribution / active EE | $2,274 | $4,692-51.5% | $4,013-43.3% | $4,751-52.1% |
| Participant deferral / active EE | $3,410 | $6,938-50.8% | $6,221-45.2% | $6,710-49.2% |
| Admin fee / account holder | $377 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |