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 | $40,499 | $138,065-70.7% | $123,544-67.2% | $135,375-70.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.46% | 153.68%-163.1pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,905 | $5,151-4.8% | $4,628+6.0% | $4,779+2.6% |
| Participant deferral / active EE | $8,628 | $6,799+26.9% | $6,426+34.3% | $5,609+53.8% |
| Admin fee / account holder | $6,522 | $10,916-40.3% | $9,284-29.8% | $10,827-39.8% |