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 | $48,614 | $100,754-51.7% | $86,677-43.9% | $134,475-63.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -48.15% | 29.04%-77.2pp | 35.91%-84.1pp | 417.96%-466.1pp |
| Employer contribution / active EE | $3,759 | $3,489+7.7% | $2,836+32.5% | $4,740-20.7% |
| Participant deferral / active EE | $3,759 | $5,338-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $27,114 | $10,926+148.2% | $7,493+261.8% | $11,426+137.3% |