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 | $93,471 | $138,065-32.3% | $123,544-24.3% | $135,375-31.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.94% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $11,349 | $5,151+120.3% | $4,628+145.2% | $4,779+137.5% |
| Participant deferral / active EE | $11,749 | $6,799+72.8% | $6,426+82.8% | $5,609+109.5% |
| Admin fee / account holder | $497 | $10,916-95.4% | $9,284-94.6% | $10,827-95.4% |