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 | $66,359 | $135,635-51.1% | $110,238-39.8% | $135,375-51.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.99% | 513.19%-522.2pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,758 | $4,906-23.4% | $3,826-1.8% | $4,779-21.4% |
| Participant deferral / active EE | $10,500 | $5,506+90.7% | $4,672+124.7% | $5,609+87.2% |
| Admin fee / account holder | $573 | $11,457-95.0% | $8,547-93.3% | $10,827-94.7% |