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 | $92,154 | $109,817-16.1% | $98,442-6.4% | $167,490-45.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -5.66% | 1956.69%-1962.4pp | 1492.73%-1498.4pp | 478.56%-484.2pp |
| Employer contribution / active EE | $4,038 | $3,224+25.3% | $2,960+36.4% | $4,837-16.5% |
| Participant deferral / active EE | $1,929 | $4,673-58.7% | $4,276-54.9% | $6,341-69.6% |
| Admin fee / account holder | $767 | $6,753-88.6% | $5,949-87.1% | $12,309-93.8% |