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 | $50,270 | $138,065-63.6% | $123,544-59.3% | $135,375-62.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.54% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $8,718 | $5,151+69.2% | $4,628+88.4% | $4,779+82.4% |
| Participant deferral / active EE | $13,450 | $6,799+97.8% | $6,426+109.3% | $5,609+139.8% |
| Admin fee / account holder | $1,552 | $10,916-85.8% | $9,284-83.3% | $10,827-85.7% |