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 | $92,922 | $160,055-41.9% | $140,016-33.6% | $135,375-31.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.08% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $7,079 | $6,420+10.3% | $5,606+26.3% | $4,779+48.1% |
| Participant deferral / active EE | $7,717 | $7,642+1.0% | $6,927+11.4% | $5,609+37.6% |
| Admin fee / account holder | $646 | $13,328-95.2% | $10,705-94.0% | $10,827-94.0% |