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 | $50,383 | $152,509-67.0% | $117,472-57.1% | $134,475-62.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -29.28% | 52.99%-82.3pp | 29.74%-59.0pp | 417.96%-447.2pp |
| Employer contribution / active EE | $3,682 | $5,571-33.9% | $4,176-11.8% | $4,740-22.3% |
| Participant deferral / active EE | $5,400 | $4,818+12.1% | $4,070+32.7% | $6,400-15.6% |
| Admin fee / account holder | $767 | $7,004-89.0% | $5,645-86.4% | $11,426-93.3% |