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 | $46,051 | $180,449-74.5% | $154,107-70.1% | $135,375-66.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.14% | 888.09%-902.2pp | 735.12%-749.3pp | 519.73%-533.9pp |
| Employer contribution / active EE | $5,318 | $6,035-11.9% | $5,298+0.4% | $4,779+11.3% |
| Participant deferral / active EE | $5,019 | $5,806-13.6% | $5,081-1.2% | $5,609-10.5% |
| Admin fee / account holder | $7,284 | $16,143-54.9% | $13,411-45.7% | $10,827-32.7% |