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 | $102,297 | $209,411-51.2% | $178,490-42.7% | $158,922-35.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -21.34% | 188.75%-210.1pp | 151.07%-172.4pp | 302.83%-324.2pp |
| Employer contribution / active EE | $1,823 | $5,706-68.0% | $5,011-63.6% | $4,761-61.7% |
| Participant deferral / active EE | $9,936 | $5,954+66.9% | $5,202+91.0% | $5,982+66.1% |
| Admin fee / account holder | $3,937 | $17,074-76.9% | $13,984-71.8% | $11,246-65.0% |