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 | $137,433 | $197,825-30.5% | $155,790-11.8% | $125,391+9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -8.69% | 86.74%-95.4pp | 71.54%-80.2pp | 282.22%-290.9pp |
| Employer contribution / active EE | $936 | $4,847-80.7% | $3,836-75.6% | $4,866-80.8% |
| Participant deferral / active EE | $3,033 | $5,630-46.1% | $4,797-36.8% | $5,352-43.3% |
| Admin fee / account holder | $1,777 | $9,545-81.4% | $7,478-76.2% | $9,540-81.4% |