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 | $37,540 | $180,449-79.2% | $154,107-75.6% | $135,375-72.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -26.91% | 888.09%-915.0pp | 735.12%-762.0pp | 519.73%-546.6pp |
| Employer contribution / active EE | $10,231 | $6,035+69.5% | $5,298+93.1% | $4,779+114.1% |
| Participant deferral / active EE | $5,494 | $5,806-5.4% | $5,081+8.1% | $5,609-2.0% |
| Admin fee / account holder | $547 | $16,143-96.6% | $13,411-95.9% | $10,827-94.9% |