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 | $51,750 | $138,065-62.5% | $123,544-58.1% | $135,375-61.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.32% | 153.68%-168.0pp | 119.20%-133.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $8,769 | $5,151+70.2% | $4,628+89.5% | $4,779+83.5% |
| Participant deferral / active EE | $8,184 | $6,799+20.4% | $6,426+27.4% | $5,609+45.9% |
| Admin fee / account holder | $668 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |