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 | $97,766 | $197,825-50.6% | $155,790-37.2% | $125,391-22.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.45% | 86.74%-91.2pp | 71.54%-76.0pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,665 | $4,847-24.4% | $3,836-4.5% | $4,866-24.7% |
| Participant deferral / active EE | $7,189 | $5,630+27.7% | $4,797+49.9% | $5,352+34.3% |
| Admin fee / account holder | $4,271 | $9,545-55.3% | $7,478-42.9% | $9,540-55.2% |