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 | $102,304 | $135,635-24.6% | $110,238-7.2% | $135,375-24.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.20% | 513.19%-524.4pp | 314.74%-325.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,595 | $4,906-47.1% | $3,826-32.2% | $4,779-45.7% |
| Participant deferral / active EE | $6,941 | $5,506+26.1% | $4,672+48.6% | $5,609+23.8% |
| Admin fee / account holder | $4,173 | $11,457-63.6% | $8,547-51.2% | $10,827-61.5% |