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 | $78,183 | $180,449-56.7% | $154,107-49.3% | $135,375-42.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.92% | 888.09%-902.0pp | 735.12%-749.0pp | 519.73%-533.7pp |
| Employer contribution / active EE | $10,826 | $6,035+79.4% | $5,298+104.4% | $4,779+126.5% |
| Participant deferral / active EE | $4,045 | $5,806-30.3% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $610 | $16,143-96.2% | $13,411-95.4% | $10,827-94.4% |