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 | $76,102 | $90,600-16.0% | $79,464-4.2% | $135,375-43.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.55% | 977.43%-988.0pp | 718.14%-728.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $5,020 | $3,068+63.6% | $2,800+79.2% | $4,779+5.0% |
| Participant deferral / active EE | $17,413 | $4,050+329.9% | $3,704+370.1% | $5,609+210.5% |
| Admin fee / account holder | $307 | $5,907-94.8% | $5,113-94.0% | $10,827-97.2% |