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 | $114,492 | $180,449-36.6% | $154,107-25.7% | $135,375-15.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.89% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $8,023 | $6,035+32.9% | $5,298+51.4% | $4,779+67.9% |
| Participant deferral / active EE | $10,778 | $5,806+85.6% | $5,081+112.1% | $5,609+92.2% |
| Admin fee / account holder | $3,989 | $16,143-75.3% | $13,411-70.3% | $10,827-63.2% |