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 | $79,653 | $209,832-62.0% | $189,513-58.0% | $167,490-52.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -5.21% | 748.27%-753.5pp | 555.15%-560.4pp | 478.56%-483.8pp |
| Employer contribution / active EE | $6,643 | $6,914-3.9% | $6,162+7.8% | $4,837+37.3% |
| Participant deferral / active EE | $6,500 | $8,935-27.3% | $8,221-20.9% | $6,341+2.5% |
| Admin fee / account holder | $740 | $14,293-94.8% | $12,045-93.9% | $12,309-94.0% |