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 | $65,554 | $106,543-38.5% | $91,220-28.1% | $134,475-51.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -26.01% | 160.60%-186.6pp | 114.01%-140.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $9,040 | $3,331+171.4% | $2,850+217.2% | $4,740+90.7% |
| Participant deferral / active EE | $857 | $4,719-81.8% | $4,234-79.8% | $6,400-86.6% |
| Admin fee / account holder | $373 | $6,231-94.0% | $5,420-93.1% | $11,426-96.7% |