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 | $110,087 | $171,865-35.9% | $149,718-26.5% | $147,584-25.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -23.86% | 2113.22%-2137.1pp | 1501.63%-1525.5pp | 578.55%-602.4pp |
| Employer contribution / active EE | $6,527 | $6,275+4.0% | $5,445+19.9% | $4,876+33.9% |
| Participant deferral / active EE | $3,636 | $7,271-50.0% | $6,569-44.6% | $5,439-33.1% |
| Admin fee / account holder | $12,102 | $13,799-12.3% | $11,283+7.3% | $10,885+11.2% |