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 | $78,445 | $154,117-49.1% | $129,995-39.7% | $139,434-43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -3.00% | 32.48%-35.5pp | -137.18%+134.2pp | 372.94%-375.9pp |
| Employer contribution / active EE | $3,360 | $5,289-36.5% | $4,320-22.2% | $4,751-29.3% |
| Participant deferral / active EE | $25,000 | $6,710+272.6% | $5,820+329.5% | $6,710+272.6% |
| Admin fee / account holder | $503 | $14,007-96.4% | $10,614-95.3% | $11,403-95.6% |