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 | $76,791 | $138,065-44.4% | $123,544-37.8% | $135,375-43.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.04% | 153.68%-170.7pp | 119.20%-136.2pp | 519.73%-536.8pp |
| Employer contribution / active EE | $8,833 | $5,151+71.5% | $4,628+90.9% | $4,779+84.8% |
| Participant deferral / active EE | $7,448 | $6,799+9.5% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $863 | $10,916-92.1% | $9,284-90.7% | $10,827-92.0% |