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 5-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 | $49,066 | $93,571-47.6% | $135,903-63.9% | $75,163-34.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -48.04% | 30.90%-78.9pp | 68.23%-116.3pp | 160.62%-208.7pp |
| Employer contribution / active EE | $10,615 | $3,537+200.1% | $4,856+118.6% | $2,670+297.6% |
| Participant deferral / active EE | $27,063 | $6,404+322.6% | $7,758+248.8% | $4,125+556.0% |
| Admin fee / account holder | $3,758 | $6,975-46.1% | $10,762-65.1% | $5,651-33.5% |