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 | $28,457 | $138,065-79.4% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.93% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,500 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $4,932 | $6,799-27.5% | $6,426-23.2% | $5,609-12.1% |
| Admin fee / account holder | $29,779 | $10,916+172.8% | $9,284+220.8% | $10,827+175.0% |