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 | $47,721 | $70,428-32.2% | $96,562-50.6% | $85,850-44.4% |
| Participation rate | 98.5% | 61.8%+36.7pp | 69.8%+28.7pp | 69.3%+29.2pp |
| Annual return | -11.53% | 18.59%-30.1pp | 37.78%-49.3pp | 318.53%-330.1pp |
| Employer contribution / active EE | $4,236 | $1,413+199.8% | $2,356+79.8% | $2,565+65.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,703 | $4,997-45.9% | $6,181-56.3% | $6,260-56.8% |