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 | $114,174 | $183,963-37.9% | $162,163-29.6% | $152,861-25.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -4.90% | 150.76%-155.7pp | 115.59%-120.5pp | 345.32%-350.2pp |
| Employer contribution / active EE | $5,784 | $6,371-9.2% | $5,614+3.0% | $4,762+21.5% |
| Participant deferral / active EE | $10,233 | $8,034+27.4% | $7,298+40.2% | $5,850+74.9% |
| Admin fee / account holder | $10,572 | $13,121-19.4% | $10,843-2.5% | $11,596-8.8% |