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 | $69,051 | $138,065-50.0% | $123,544-44.1% | $135,375-49.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.09% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $6,864 | $5,151+33.3% | $4,628+48.3% | $4,779+43.6% |
| Participant deferral / active EE | $10,964 | $6,799+61.3% | $6,426+70.6% | $5,609+95.5% |
| Admin fee / account holder | $2,654 | $10,916-75.7% | $9,284-71.4% | $10,827-75.5% |