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 | $87,146 | $107,334-18.8% | $92,893-6.2% | $152,861-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.22% | 145.58%-147.8pp | 109.41%-111.6pp | 345.32%-347.5pp |
| Employer contribution / active EE | $3,500 | $4,221-17.1% | $3,653-4.2% | $4,762-26.5% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $860 | $7,079-87.8% | $5,794-85.2% | $11,596-92.6% |