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 | $33,466 | $57,541-41.8% | $95,745-65.0% | $75,163-55.5% |
| Participation rate | 97.4% | 62.5%+34.9pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | -26.05% | 34.93%-61.0pp | 28.35%-54.4pp | 160.62%-186.7pp |
| Employer contribution / active EE | $3,032 | $1,808+67.7% | $2,835+7.0% | $2,670+13.6% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,954 | $4,099-52.3% | $5,678-65.6% | $5,651-65.4% |