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 | $85,981 | $97,757-12.0% | $83,848+2.5% | $135,375-36.5% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -10.60% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,250 | $4,222-46.7% | $3,631-38.0% | $4,779-52.9% |
| Participant deferral / active EE | $5,852 | $4,682+25.0% | $4,082+43.4% | $5,609+4.3% |
| Admin fee / account holder | $2,613 | $6,674-60.8% | $5,478-52.3% | $10,827-75.9% |