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 | $39,192 | $180,449-78.3% | $154,107-74.6% | $135,375-71.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.20% | 888.09%-900.3pp | 735.12%-747.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $6,837 | $6,035+13.3% | $5,298+29.1% | $4,779+43.1% |
| Participant deferral / active EE | $8,790 | $5,806+51.4% | $5,081+73.0% | $5,609+56.7% |
| Admin fee / account holder | $11,120 | $16,143-31.1% | $13,411-17.1% | $10,827+2.7% |