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 | $63,527 | $95,971-33.8% | $74,550-14.8% | $135,375-53.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.79% | 56.96%-68.7pp | 32.53%-44.3pp | 519.73%-531.5pp |
| Employer contribution / active EE | $11,502 | $2,716+323.5% | $1,961+486.6% | $4,779+140.7% |
| Participant deferral / active EE | $11,502 | $3,843+199.3% | $3,108+270.1% | $5,609+105.1% |
| Admin fee / account holder | $1,243 | $6,522-80.9% | $5,060-75.4% | $10,827-88.5% |