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 | $116,975 | $138,065-15.3% | $123,544-5.3% | $135,375-13.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.48% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,322 | $5,151-54.9% | $4,628-49.8% | $4,779-51.4% |
| Participant deferral / active EE | $4,602 | $6,799-32.3% | $6,426-28.4% | $5,609-18.0% |
| Admin fee / account holder | $4,110 | $10,916-62.3% | $9,284-55.7% | $10,827-62.0% |