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 | $78,285 | $165,335-52.7% | $149,696-47.7% | $158,922-50.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -16.64% | 348.15%-364.8pp | 276.60%-293.2pp | 302.83%-319.5pp |
| Employer contribution / active EE | $2,744 | $5,103-46.2% | $4,644-40.9% | $4,761-42.4% |
| Participant deferral / active EE | $7,600 | $7,181+5.8% | $6,842+11.1% | $5,982+27.0% |
| Admin fee / account holder | $230,129 | $10,807+2029.5% | $9,309+2372.2% | $11,246+1946.4% |