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 | $84,056 | $160,055-47.5% | $140,016-40.0% | $135,375-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.15% | 911.38%-921.5pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,121 | $6,420-67.0% | $5,606-62.2% | $4,779-55.6% |
| Participant deferral / active EE | $6,855 | $7,642-10.3% | $6,927-1.0% | $5,609+22.2% |
| Admin fee / account holder | $994 | $13,328-92.5% | $10,705-90.7% | $10,827-90.8% |