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 | $44,462 | $138,065-67.8% | $123,544-64.0% | $135,375-67.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.61% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $11,824 | $5,151+129.5% | $4,628+155.5% | $4,779+147.4% |
| Participant deferral / active EE | $5,604 | $6,799-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $1,060 | $10,916-90.3% | $9,284-88.6% | $10,827-90.2% |