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 | $57,456 | $144,119-60.1% | $117,854-51.2% | $147,584-61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -71.42% | 531.15%-602.6pp | 335.08%-406.5pp | 578.55%-650.0pp |
| Employer contribution / active EE | $10,045 | $4,896+105.2% | $3,786+165.3% | $4,876+106.0% |
| Participant deferral / active EE | $8,035 | $5,316+51.1% | $4,482+79.3% | $5,439+47.7% |
| Admin fee / account holder | $7,925 | $10,886-27.2% | $8,020-1.2% | $10,885-27.2% |