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 | $46,507 | $180,449-74.2% | $154,107-69.8% | $135,375-65.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.39% | 888.09%-900.5pp | 735.12%-747.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,660 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $7,999 | $5,806+37.8% | $5,081+57.4% | $5,609+42.6% |
| Admin fee / account holder | $888 | $16,143-94.5% | $13,411-93.4% | $10,827-91.8% |