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 | $33,214 | $106,543-68.8% | $91,220-63.6% | $134,475-75.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.30% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,755 | $3,331+12.8% | $2,850+31.8% | $4,740-20.8% |
| Participant deferral / active EE | $4,179 | $4,719-11.4% | $4,234-1.3% | $6,400-34.7% |
| Admin fee / account holder | $356 | $6,231-94.3% | $5,420-93.4% | $11,426-96.9% |