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 | $90,877 | $176,056-48.4% | $159,436-43.0% | $167,490-45.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.41% | 331.75%-337.2pp | 263.57%-269.0pp | 478.56%-484.0pp |
| Employer contribution / active EE | $5,833 | $5,297+10.1% | $4,829+20.8% | $4,837+20.6% |
| Participant deferral / active EE | $4,733 | $7,750-38.9% | $7,352-35.6% | $6,341-25.4% |
| Admin fee / account holder | $4,214 | $12,554-66.4% | $10,799-61.0% | $12,309-65.8% |