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 | $71,576 | $138,065-48.2% | $123,544-42.1% | $135,375-47.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.75% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,220 | $5,151-76.3% | $4,628-73.6% | $4,779-74.5% |
| Participant deferral / active EE | $12,652 | $6,799+86.1% | $6,426+96.9% | $5,609+125.6% |
| Admin fee / account holder | $458 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |