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 | $69,654 | $135,635-48.6% | $110,238-36.8% | $135,375-48.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -16.85% | 513.19%-530.0pp | 314.74%-331.6pp | 519.73%-536.6pp |
| Employer contribution / active EE | $3,056 | $4,906-37.7% | $3,826-20.1% | $4,779-36.1% |
| Participant deferral / active EE | $7,056 | $5,506+28.1% | $4,672+51.0% | $5,609+25.8% |
| Admin fee / account holder | $5,600 | $11,457-51.1% | $8,547-34.5% | $10,827-48.3% |