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 | $109,981 | $138,065-20.3% | $123,544-11.0% | $135,375-18.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -28.94% | 153.68%-182.6pp | 119.20%-148.1pp | 519.73%-548.7pp |
| Employer contribution / active EE | $13,990 | $5,151+171.6% | $4,628+202.3% | $4,779+192.8% |
| Participant deferral / active EE | $4,191 | $6,799-38.4% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $2,204 | $10,916-79.8% | $9,284-76.3% | $10,827-79.6% |