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 | $104,966 | $160,055-34.4% | $140,016-25.0% | $135,375-22.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.91% | 911.38%-923.3pp | 651.12%-663.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $7,449 | $6,420+16.0% | $5,606+32.9% | $4,779+55.9% |
| Participant deferral / active EE | $5,250 | $7,642-31.3% | $6,927-24.2% | $5,609-6.4% |
| Admin fee / account holder | $3,064 | $13,328-77.0% | $10,705-71.4% | $10,827-71.7% |