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 | $106,249 | $180,449-41.1% | $154,107-31.1% | $135,375-21.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.46% | 888.09%-906.6pp | 735.12%-753.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $8,902 | $6,035+47.5% | $5,298+68.0% | $4,779+86.3% |
| Participant deferral / active EE | $5,593 | $5,806-3.7% | $5,081+10.1% | $5,609-0.3% |
| Admin fee / account holder | $4,828 | $16,143-70.1% | $13,411-64.0% | $10,827-55.4% |