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 | $113,077 | $180,449-37.3% | $154,107-26.6% | $135,375-16.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.44% | 888.09%-898.5pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,322 | $6,035-78.1% | $5,298-75.0% | $4,779-72.3% |
| Participant deferral / active EE | $6,559 | $5,806+13.0% | $5,081+29.1% | $5,609+16.9% |
| Admin fee / account holder | $382 | $16,143-97.6% | $13,411-97.2% | $10,827-96.5% |