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 | $83,576 | $160,055-47.8% | $140,016-40.3% | $135,375-38.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.96% | 911.38%-921.3pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $9,286 | $6,420+44.6% | $5,606+65.6% | $4,779+94.3% |
| Participant deferral / active EE | $4,229 | $7,642-44.7% | $6,927-39.0% | $5,609-24.6% |
| Admin fee / account holder | $4,241 | $13,328-68.2% | $10,705-60.4% | $10,827-60.8% |