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 | $113,129 | $180,449-37.3% | $154,107-26.6% | $135,375-16.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -21.83% | 888.09%-909.9pp | 735.12%-756.9pp | 519.73%-541.6pp |
| Employer contribution / active EE | $10,103 | $6,035+67.4% | $5,298+90.7% | $4,779+111.4% |
| Participant deferral / active EE | $6,240 | $5,806+7.5% | $5,081+22.8% | $5,609+11.3% |
| Admin fee / account holder | $8,255 | $16,143-48.9% | $13,411-38.4% | $10,827-23.8% |