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 | $80,536 | $168,632-52.2% | $147,614-45.4% | $125,391-35.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.04% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.3pp |
| Employer contribution / active EE | $3,597 | $6,252-42.5% | $5,564-35.4% | $4,866-26.1% |
| Participant deferral / active EE | $2,945 | $5,507-46.5% | $4,895-39.8% | $5,352-45.0% |
| Admin fee / account holder | $819 | $13,580-94.0% | $11,611-92.9% | $9,540-91.4% |