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 | $111,854 | $160,055-30.1% | $140,016-20.1% | $135,375-17.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.09% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $4,852 | $6,420-24.4% | $5,606-13.4% | $4,779+1.5% |
| Participant deferral / active EE | $7,008 | $7,642-8.3% | $6,927+1.2% | $5,609+25.0% |
| Admin fee / account holder | $1,958 | $13,328-85.3% | $10,705-81.7% | $10,827-81.9% |