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 | $114,182 | $102,966+10.9% | $90,281+26.5% | $152,861-25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -4.78% | 95.16%-99.9pp | 78.10%-82.9pp | 345.32%-350.1pp |
| Employer contribution / active EE | $540 | $3,139-82.8% | $2,854-81.1% | $4,762-88.7% |
| Participant deferral / active EE | $1,350 | $4,281-68.5% | $3,885-65.3% | $5,850-76.9% |
| Admin fee / account holder | $22,115 | $6,171+258.4% | $5,351+313.3% | $11,596+90.7% |