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 | $85,965 | $138,065-37.7% | $123,544-30.4% | $135,375-36.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.85% | 153.68%-172.5pp | 119.20%-138.0pp | 519.73%-538.6pp |
| Employer contribution / active EE | $23,103 | $5,151+348.5% | $4,628+399.2% | $4,779+383.5% |
| Participant deferral / active EE | $14,214 | $6,799+109.1% | $6,426+121.2% | $5,609+153.4% |
| Admin fee / account holder | $1,152 | $10,916-89.4% | $9,284-87.6% | $10,827-89.4% |