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 | $41,028 | $209,411-80.4% | $178,490-77.0% | $158,922-74.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -30.61% | 188.75%-219.4pp | 151.07%-181.7pp | 302.83%-333.4pp |
| Employer contribution / active EE | $2,395 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $5,273 | $5,954-11.4% | $5,202+1.4% | $5,982-11.9% |
| Admin fee / account holder | $23,000 | $17,074+34.7% | $13,984+64.5% | $11,246+104.5% |