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 | $75,492 | $106,543-29.1% | $91,220-17.2% | $134,475-43.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.37% | 160.60%-182.0pp | 114.01%-135.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,395 | $3,331-58.1% | $2,850-51.1% | $4,740-70.6% |
| Participant deferral / active EE | $2,520 | $4,719-46.6% | $4,234-40.5% | $6,400-60.6% |
| Admin fee / account holder | $838 | $6,231-86.6% | $5,420-84.5% | $11,426-92.7% |