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 | $135,297 | $202,318-33.1% | $172,739-21.7% | $152,861-11.5% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | -57.36% | 1029.65%-1087.0pp | 802.84%-860.2pp | 345.32%-402.7pp |
| Employer contribution / active EE | $6,274 | $5,856+7.1% | $5,143+22.0% | $4,762+31.7% |
| Participant deferral / active EE | $3,148 | $5,948-47.1% | $5,198-39.4% | $5,850-46.2% |
| Admin fee / account holder | $316 | $17,109-98.2% | $13,954-97.7% | $11,596-97.3% |