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 | $90,999 | $176,812-48.5% | $146,665-38.0% | $167,490-45.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -39.65% | 24.03%-63.7pp | 22.74%-62.4pp | 478.56%-518.2pp |
| Employer contribution / active EE | $4,030 | $5,160-21.9% | $4,136-2.6% | $4,837-16.7% |
| Participant deferral / active EE | $15,133 | $6,440+135.0% | $5,506+174.9% | $6,341+138.6% |
| Admin fee / account holder | $7,719 | $13,259-41.8% | $10,280-24.9% | $12,309-37.3% |