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 | $35,109 | $138,065-74.6% | $123,544-71.6% | $135,375-74.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.27% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,196 | $5,151-57.4% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $6,263 | $6,799-7.9% | $6,426-2.5% | $5,609+11.7% |
| Admin fee / account holder | $3,768 | $10,916-65.5% | $9,284-59.4% | $10,827-65.2% |