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 | $115,068 | $135,635-15.2% | $110,238+4.4% | $135,375-15.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -22.97% | 513.19%-536.2pp | 314.74%-337.7pp | 519.73%-542.7pp |
| Employer contribution / active EE | $1,280 | $4,906-73.9% | $3,826-66.6% | $4,779-73.2% |
| Participant deferral / active EE | $9,339 | $5,506+69.6% | $4,672+99.9% | $5,609+66.5% |
| Admin fee / account holder | $4,363 | $11,457-61.9% | $8,547-49.0% | $10,827-59.7% |