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 | $35,254 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.50% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $3,831 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $11,928 | $6,799+75.4% | $6,426+85.6% | $5,609+112.7% |
| Admin fee / account holder | $748 | $10,916-93.1% | $9,284-91.9% | $10,827-93.1% |