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 | $58,067 | $138,065-57.9% | $123,544-53.0% | $135,375-57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.45% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,234 | $5,151-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $4,627 | $6,799-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $887 | $10,916-91.9% | $9,284-90.4% | $10,827-91.8% |