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 | $43,973 | $138,065-68.2% | $123,544-64.4% | $135,375-67.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.37% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,920 | $5,151-43.3% | $4,628-36.9% | $4,779-38.9% |
| Participant deferral / active EE | $3,506 | $6,799-48.4% | $6,426-45.4% | $5,609-37.5% |
| Admin fee / account holder | $2,762 | $10,916-74.7% | $9,284-70.3% | $10,827-74.5% |