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 | $53,440 | $135,635-60.6% | $110,238-51.5% | $135,375-60.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.32% | 513.19%-522.5pp | 314.74%-324.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $12,605 | $4,906+156.9% | $3,826+229.4% | $4,779+163.8% |
| Participant deferral / active EE | $4,723 | $5,506-14.2% | $4,672+1.1% | $5,609-15.8% |
| Admin fee / account holder | $3,567 | $11,457-68.9% | $8,547-58.3% | $10,827-67.1% |