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 | $89,526 | $83,337+7.4% | $67,834+32.0% | $273,961-67.3% |
| Participation rate | 93.3% | 76.4%+16.9pp | 68.8%+24.5pp | 83.0%+10.3pp |
| Annual return | -2.58% | 259.45%-262.0pp | 138.47%-141.1pp | 41.45%-44.0pp |
| Employer contribution / active EE | $8,256 | $3,287+151.2% | $2,403+243.5% | $4,869+69.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,274 | $6,752-51.5% | $4,622-29.2% | $10,132-67.7% |