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 | $68,349 | $160,055-57.3% | $140,016-51.2% | $135,375-49.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -11.14% | 911.38%-922.5pp | 651.12%-662.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,925 | $6,420-38.9% | $5,606-30.0% | $4,779-17.9% |
| Participant deferral / active EE | $8,375 | $7,642+9.6% | $6,927+20.9% | $5,609+49.3% |
| Admin fee / account holder | $482 | $13,328-96.4% | $10,705-95.5% | $10,827-95.5% |