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 | $97,156 | $135,635-28.4% | $110,238-11.9% | $135,375-28.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.62% | 513.19%-530.8pp | 314.74%-332.4pp | 519.73%-537.4pp |
| Employer contribution / active EE | $6,450 | $4,906+31.5% | $3,826+68.6% | $4,779+35.0% |
| Participant deferral / active EE | $6,450 | $5,506+17.1% | $4,672+38.1% | $5,609+15.0% |
| Admin fee / account holder | $6,457 | $11,457-43.6% | $8,547-24.5% | $10,827-40.4% |