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 5-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 | $55,448 | $138,065-59.8% | $123,544-55.1% | $135,375-59.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.96% | 153.68%-163.6pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,774 | $5,151-26.7% | $4,628-18.5% | $4,779-21.0% |
| Participant deferral / active EE | $8,404 | $6,799+23.6% | $6,426+30.8% | $5,609+49.8% |
| Admin fee / account holder | $1,000 | $10,916-90.8% | $9,284-89.2% | $10,827-90.8% |