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 | $27,959 | $138,065-79.7% | $123,544-77.4% | $135,375-79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.90% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,826 | $5,151-45.2% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $7,219 | $6,799+6.2% | $6,426+12.3% | $5,609+28.7% |
| Admin fee / account holder | $2,568 | $10,916-76.5% | $9,284-72.3% | $10,827-76.3% |