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 | $84,784 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -57.40% | 64.32%-121.7pp | 71.39%-128.8pp | 345.32%-402.7pp |
| Employer contribution / active EE | $32,152 | $5,261+511.1% | $4,735+579.0% | $4,762+575.1% |
| Participant deferral / active EE | $13,610 | $7,109+91.4% | $6,709+102.9% | $5,850+132.6% |
| Admin fee / account holder | $12,016 | $12,120-0.9% | $10,261+17.1% | $11,596+3.6% |