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 | $74,445 | $138,065-46.1% | $123,544-39.7% | $135,375-45.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $5,909 | $5,151+14.7% | $4,628+27.7% | $4,779+23.7% |
| Participant deferral / active EE | $6,439 | $6,799-5.3% | $6,426+0.2% | $5,609+14.8% |
| Admin fee / account holder | $2,619 | $10,916-76.0% | $9,284-71.8% | $10,827-75.8% |