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 | $142,510 | $202,318-29.6% | $172,739-17.5% | $152,861-6.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -3.00% | 1029.65%-1032.7pp | 802.84%-805.8pp | 345.32%-348.3pp |
| Employer contribution / active EE | $2,396 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $4,656 | $5,948-21.7% | $5,198-10.4% | $5,850-20.4% |
| Admin fee / account holder | $1,463 | $17,109-91.5% | $13,954-89.5% | $11,596-87.4% |