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 | $120,483 | $138,065-12.7% | $123,544-2.5% | $135,375-11.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -38.14% | 153.68%-191.8pp | 119.20%-157.3pp | 519.73%-557.9pp |
| Employer contribution / active EE | $3,066 | $5,151-40.5% | $4,628-33.8% | $4,779-35.8% |
| Participant deferral / active EE | $21,630 | $6,799+218.1% | $6,426+236.6% | $5,609+285.7% |
| Admin fee / account holder | $2,072 | $10,916-81.0% | $9,284-77.7% | $10,827-80.9% |