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 | $71,382 | $112,096-36.3% | $95,952-25.6% | $158,922-55.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.06% | 171.09%-177.1pp | 91.61%-97.7pp | 302.83%-308.9pp |
| Employer contribution / active EE | $3,125 | $3,198-2.3% | $2,541+23.0% | $4,761-34.4% |
| Participant deferral / active EE | $11,171 | $4,784+133.5% | $4,167+168.1% | $5,982+86.7% |
| Admin fee / account holder | $23,351 | $10,130+130.5% | $6,795+243.6% | $11,246+107.6% |