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 | $68,437 | $135,635-49.5% | $110,238-37.9% | $135,375-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.60% | 513.19%-522.8pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $9,892 | $4,906+101.6% | $3,826+158.5% | $4,779+107.0% |
| Participant deferral / active EE | $6,038 | $5,506+9.7% | $4,672+29.2% | $5,609+7.7% |
| Admin fee / account holder | $1,571 | $11,457-86.3% | $8,547-81.6% | $10,827-85.5% |