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 | $106,604 | $160,055-33.4% | $140,016-23.9% | $135,375-21.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.12% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.9pp |
| Employer contribution / active EE | $54,076 | $6,420+742.3% | $5,606+864.6% | $4,779+1031.6% |
| Participant deferral / active EE | $8,865 | $7,642+16.0% | $6,927+28.0% | $5,609+58.0% |
| Admin fee / account holder | $21,662 | $13,328+62.5% | $10,705+102.4% | $10,827+100.1% |