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 | $126,025 | $180,449-30.2% | $154,107-18.2% | $135,375-6.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.03% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,782 | $6,035-70.5% | $5,298-66.4% | $4,779-62.7% |
| Participant deferral / active EE | $6,048 | $5,806+4.2% | $5,081+19.0% | $5,609+7.8% |
| Admin fee / account holder | $1,168 | $16,143-92.8% | $13,411-91.3% | $10,827-89.2% |