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 | $109,556 | $138,044-20.6% | $125,339-12.6% | $134,475-18.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -45.67% | 750.33%-796.0pp | 572.05%-617.7pp | 417.96%-463.6pp |
| Employer contribution / active EE | $4,261 | $5,243-18.7% | $4,814-11.5% | $4,740-10.1% |
| Participant deferral / active EE | $10,561 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $7,787 | $11,571-32.7% | $10,010-22.2% | $11,426-31.8% |