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 | $88,845 | $138,065-35.6% | $123,544-28.1% | $135,375-34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.02% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $30,710 | $5,151+496.2% | $4,628+563.6% | $4,779+542.6% |
| Participant deferral / active EE | $15,813 | $6,799+132.6% | $6,426+146.1% | $5,609+181.9% |
| Admin fee / account holder | $1,991 | $10,916-81.8% | $9,284-78.6% | $10,827-81.6% |