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 | $95,751 | $138,065-30.6% | $123,544-22.5% | $135,375-29.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.52% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,636 | $5,151-10.0% | $4,628+0.2% | $4,779-3.0% |
| Participant deferral / active EE | $14,606 | $6,799+114.8% | $6,426+127.3% | $5,609+160.4% |
| Admin fee / account holder | $38,711 | $10,916+254.6% | $9,284+317.0% | $10,827+257.5% |