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 | $76,559 | $138,065-44.5% | $123,544-38.0% | $135,375-43.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $17,347 | $5,151+236.7% | $4,628+274.8% | $4,779+263.0% |
| Participant deferral / active EE | $12,650 | $6,799+86.1% | $6,426+96.9% | $5,609+125.5% |
| Admin fee / account holder | $6,340 | $10,916-41.9% | $9,284-31.7% | $10,827-41.4% |