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 | $81,232 | $160,055-49.2% | $140,016-42.0% | $135,375-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.21% | 911.38%-920.6pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,457 | $6,420-30.6% | $5,606-20.5% | $4,779-6.7% |
| Participant deferral / active EE | $12,562 | $7,642+64.4% | $6,927+81.3% | $5,609+124.0% |
| Admin fee / account holder | $2,472 | $13,328-81.5% | $10,705-76.9% | $10,827-77.2% |