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 | $70,002 | $180,449-61.2% | $154,107-54.6% | $135,375-48.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.96% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,453 | $6,035-42.8% | $5,298-34.8% | $4,779-27.8% |
| Participant deferral / active EE | $4,376 | $5,806-24.6% | $5,081-13.9% | $5,609-22.0% |
| Admin fee / account holder | $1,333 | $16,143-91.7% | $13,411-90.1% | $10,827-87.7% |