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 | $75,257 | $160,055-53.0% | $140,016-46.3% | $135,375-44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.30% | 911.38%-921.7pp | 651.12%-661.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $12,510 | $6,420+94.8% | $5,606+123.2% | $4,779+161.8% |
| Participant deferral / active EE | $10,665 | $7,642+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $2,244 | $13,328-83.2% | $10,705-79.0% | $10,827-79.3% |