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 | $50,408 | $160,055-68.5% | $140,016-64.0% | $135,375-62.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.37% | 911.38%-922.8pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $4,811 | $6,420-25.1% | $5,606-14.2% | $4,779+0.7% |
| Participant deferral / active EE | $10,815 | $7,642+41.5% | $6,927+56.1% | $5,609+92.8% |
| Admin fee / account holder | $3,417 | $13,328-74.4% | $10,705-68.1% | $10,827-68.4% |