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 | $29,637 | $135,635-78.1% | $110,238-73.1% | $135,375-78.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.47% | 513.19%-525.7pp | 314.74%-327.2pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,082 | $4,906-57.6% | $3,826-45.6% | $4,779-56.4% |
| Participant deferral / active EE | $6,525 | $5,506+18.5% | $4,672+39.7% | $5,609+16.3% |
| Admin fee / account holder | $1,479 | $11,457-87.1% | $8,547-82.7% | $10,827-86.3% |