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 | $29,246 | $135,635-78.4% | $110,238-73.5% | $135,375-78.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -24.38% | 513.19%-537.6pp | 314.74%-339.1pp | 519.73%-544.1pp |
| Employer contribution / active EE | $16,778 | $4,906+242.0% | $3,826+338.5% | $4,779+251.1% |
| Participant deferral / active EE | $10,188 | $5,506+85.0% | $4,672+118.1% | $5,609+81.6% |
| Admin fee / account holder | $321 | $11,457-97.2% | $8,547-96.2% | $10,827-97.0% |