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 | $40,553 | $183,963-78.0% | $162,163-75.0% | $152,861-73.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -21.95% | 150.76%-172.7pp | 115.59%-137.5pp | 345.32%-367.3pp |
| Employer contribution / active EE | $5,302 | $6,371-16.8% | $5,614-5.5% | $4,762+11.3% |
| Participant deferral / active EE | $5,779 | $8,034-28.1% | $7,298-20.8% | $5,850-1.2% |
| Admin fee / account holder | $9,401 | $13,121-28.4% | $10,843-13.3% | $11,596-18.9% |