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 | $76,255 | $180,449-57.7% | $154,107-50.5% | $135,375-43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.09% | 888.09%-899.2pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $4,020 | $6,035-33.4% | $5,298-24.1% | $4,779-15.9% |
| Participant deferral / active EE | $14,740 | $5,806+153.9% | $5,081+190.1% | $5,609+162.8% |
| Admin fee / account holder | $14,542 | $16,143-9.9% | $13,411+8.4% | $10,827+34.3% |