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 | $32,789 | $135,635-75.8% | $110,238-70.3% | $135,375-75.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.03% | 513.19%-523.2pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,013 | $4,906-59.0% | $3,826-47.4% | $4,779-57.9% |
| Participant deferral / active EE | $6,300 | $5,506+14.4% | $4,672+34.8% | $5,609+12.3% |
| Admin fee / account holder | $830 | $11,457-92.8% | $8,547-90.3% | $10,827-92.3% |