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 | $133,616 | $202,318-34.0% | $172,739-22.6% | $152,861-12.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -2.06% | 1029.65%-1031.7pp | 802.84%-804.9pp | 345.32%-347.4pp |
| Employer contribution / active EE | $2,990 | $5,856-48.9% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $8,033 | $5,948+35.1% | $5,198+54.6% | $5,850+37.3% |
| Admin fee / account holder | $17,209 | $17,109+0.6% | $13,954+23.3% | $11,596+48.4% |