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 | $81,884 | $190,805-57.1% | $159,960-48.8% | $134,475-39.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.19% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $4,926 | $4,995-1.4% | $4,226+16.6% | $4,740+3.9% |
| Participant deferral / active EE | $15,190 | $6,923+119.4% | $6,182+145.7% | $6,400+137.3% |
| Admin fee / account holder | $684 | $10,471-93.5% | $8,698-92.1% | $11,426-94.0% |