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 | $47,847 | $133,958-64.3% | $112,228-57.4% | $134,475-64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.62% | 47.11%-69.7pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,827 | $4,038-54.8% | $3,635-49.7% | $4,740-61.5% |
| Participant deferral / active EE | $5,783 | $5,291+9.3% | $4,728+22.3% | $6,400-9.6% |
| Admin fee / account holder | $305 | $7,489-95.9% | $6,410-95.2% | $11,426-97.3% |