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 | $107,312 | $138,044-22.3% | $125,339-14.4% | $134,475-20.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.56% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,948 | $5,243-43.8% | $4,814-38.8% | $4,740-37.8% |
| Participant deferral / active EE | $6,900 | $7,799-11.5% | $7,446-7.3% | $6,400+7.8% |
| Admin fee / account holder | $4,119 | $11,571-64.4% | $10,010-58.9% | $11,426-64.0% |