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 | $97,178 | $165,335-41.2% | $149,696-35.1% | $158,922-38.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -42.70% | 348.15%-390.8pp | 276.60%-319.3pp | 302.83%-345.5pp |
| Employer contribution / active EE | $9,558 | $5,103+87.3% | $4,644+105.8% | $4,761+100.8% |
| Participant deferral / active EE | $14,170 | $7,181+97.3% | $6,842+107.1% | $5,982+136.9% |
| Admin fee / account holder | $1,242 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |