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 | $42,756 | $197,591-78.4% | $177,821-76.0% | $158,922-73.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -3.87% | 58.76%-62.6pp | 48.32%-52.2pp | 302.83%-306.7pp |
| Employer contribution / active EE | $2,968 | $6,697-55.7% | $5,918-49.9% | $4,761-37.7% |
| Participant deferral / active EE | $4,320 | $8,405-48.6% | $7,714-44.0% | $5,982-27.8% |
| Admin fee / account holder | $17,192 | $15,399+11.6% | $12,427+38.3% | $11,246+52.9% |