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 | $57,137 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.58% | 348.15%-359.7pp | 276.60%-288.2pp | 302.83%-314.4pp |
| Employer contribution / active EE | $1,293 | $5,103-74.7% | $4,644-72.2% | $4,761-72.8% |
| Participant deferral / active EE | $18,460 | $7,181+157.1% | $6,842+169.8% | $5,982+208.6% |
| Admin fee / account holder | $257,425 | $10,807+2282.1% | $9,309+2665.4% | $11,246+2189.1% |