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 | $56,453 | $138,065-59.1% | $123,544-54.3% | $135,375-58.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.26% | 153.68%-162.9pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,809 | $5,151-64.9% | $4,628-60.9% | $4,779-62.2% |
| Participant deferral / active EE | $10,564 | $6,799+55.4% | $6,426+64.4% | $5,609+88.4% |
| Admin fee / account holder | $613 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |