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 9-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 | $29,249 | $138,065-78.8% | $123,544-76.3% | $135,375-78.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -44.41% | 153.68%-198.1pp | 119.20%-163.6pp | 519.73%-564.1pp |
| Employer contribution / active EE | $22,466 | $5,151+336.1% | $4,628+385.5% | $4,779+370.1% |
| Participant deferral / active EE | $10,208 | $6,799+50.1% | $6,426+58.9% | $5,609+82.0% |
| Admin fee / account holder | $1,267 | $10,916-88.4% | $9,284-86.4% | $10,827-88.3% |