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 | $92,673 | $138,065-32.9% | $123,544-25.0% | $135,375-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.62% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $16,617 | $5,151+222.6% | $4,628+259.1% | $4,779+247.7% |
| Participant deferral / active EE | $9,801 | $6,799+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $2,480 | $10,916-77.3% | $9,284-73.3% | $10,827-77.1% |