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 | $122,124 | $202,318-39.6% | $172,739-29.3% | $152,861-20.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -10.12% | 1029.65%-1039.8pp | 802.84%-813.0pp | 345.32%-355.4pp |
| Employer contribution / active EE | $1,871 | $5,856-68.1% | $5,143-63.6% | $4,762-60.7% |
| Participant deferral / active EE | $10,266 | $5,948+72.6% | $5,198+97.5% | $5,850+75.5% |
| Admin fee / account holder | $9,978 | $17,109-41.7% | $13,954-28.5% | $11,596-14.0% |