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 8-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 | $106,332 | $135,635-21.6% | $110,238-3.5% | $135,375-21.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -45.10% | 513.19%-558.3pp | 314.74%-359.8pp | 519.73%-564.8pp |
| Employer contribution / active EE | $6,685 | $4,906+36.3% | $3,826+74.7% | $4,779+39.9% |
| Participant deferral / active EE | $10,130 | $5,506+84.0% | $4,672+116.8% | $5,609+80.6% |
| Admin fee / account holder | $16,405 | $11,457+43.2% | $8,547+91.9% | $10,827+51.5% |