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 | $30,159 | $105,181-71.3% | $159,436-81.1% | $85,850-64.9% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.0pp |
| Annual return | -81.99% | 45.07%-127.1pp | 263.57%-345.6pp | 318.53%-400.5pp |
| Employer contribution / active EE | $25,666 | $3,318+673.5% | $4,829+431.5% | $2,565+900.6% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,511 | $6,933+22.8% | $10,799-21.2% | $6,260+36.0% |