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 | $106,300 | $106,543-0.2% | $91,220+16.5% | $134,475-21.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.33% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,011 | $3,331-39.6% | $2,850-29.4% | $4,740-57.6% |
| Participant deferral / active EE | $4,013 | $4,719-15.0% | $4,234-5.2% | $6,400-37.3% |
| Admin fee / account holder | $2,348 | $6,231-62.3% | $5,420-56.7% | $11,426-79.5% |