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 | $78,878 | $97,757-19.3% | $83,848-5.9% | $135,375-41.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.82% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,699 | $4,222-59.8% | $3,631-53.2% | $4,779-64.5% |
| Participant deferral / active EE | $3,571 | $4,682-23.7% | $4,082-12.5% | $5,609-36.3% |
| Admin fee / account holder | $4,759 | $6,674-28.7% | $5,478-13.1% | $10,827-56.0% |