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 | $35,483 | $157,256-77.4% | $141,162-74.9% | $152,861-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -29.38% | 64.32%-93.7pp | 71.39%-100.8pp | 345.32%-374.7pp |
| Employer contribution / active EE | $4,158 | $5,261-21.0% | $4,735-12.2% | $4,762-12.7% |
| Participant deferral / active EE | $8,982 | $7,109+26.3% | $6,709+33.9% | $5,850+53.5% |
| Admin fee / account holder | $5,082 | $12,120-58.1% | $10,261-50.5% | $11,596-56.2% |