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 | $30,470 | $135,635-77.5% | $110,238-72.4% | $135,375-77.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.33% | 513.19%-527.5pp | 314.74%-329.1pp | 519.73%-534.1pp |
| Employer contribution / active EE | $2,844 | $4,906-42.0% | $3,826-25.7% | $4,779-40.5% |
| Participant deferral / active EE | $3,433 | $5,506-37.7% | $4,672-26.5% | $5,609-38.8% |
| Admin fee / account holder | $1,175 | $11,457-89.7% | $8,547-86.3% | $10,827-89.1% |