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 | $91,147 | $95,971-5.0% | $74,550+22.3% | $135,375-32.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.82% | 56.96%-68.8pp | 32.53%-44.4pp | 519.73%-531.6pp |
| Employer contribution / active EE | $10,578 | $2,716+289.4% | $1,961+439.4% | $4,779+121.3% |
| Participant deferral / active EE | $3,900 | $3,843+1.5% | $3,108+25.5% | $5,609-30.5% |
| Admin fee / account holder | $2,141 | $6,522-67.2% | $5,060-57.7% | $10,827-80.2% |