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 | $76,789 | $180,449-57.4% | $154,107-50.2% | $135,375-43.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.80% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,259 | $6,035-46.0% | $5,298-38.5% | $4,779-31.8% |
| Participant deferral / active EE | $5,676 | $5,806-2.2% | $5,081+11.7% | $5,609+1.2% |
| Admin fee / account holder | $929 | $16,143-94.2% | $13,411-93.1% | $10,827-91.4% |