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 | $33,548 | $160,055-79.0% | $140,016-76.0% | $135,375-75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.45% | 911.38%-921.8pp | 651.12%-661.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,626 | $6,420-27.9% | $5,606-17.5% | $4,779-3.2% |
| Participant deferral / active EE | $10,990 | $7,642+43.8% | $6,927+58.6% | $5,609+95.9% |
| Admin fee / account holder | $713 | $13,328-94.6% | $10,705-93.3% | $10,827-93.4% |