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 | $30,186 | $87,540-65.5% | $75,781-60.2% | $125,391-75.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -52.18% | 13.48%-65.7pp | 9.68%-61.9pp | 282.22%-334.4pp |
| Employer contribution / active EE | $4,882 | $3,930+24.2% | $3,323+46.9% | $4,866+0.3% |
| Participant deferral / active EE | $3,973 | $4,229-6.0% | $3,651+8.8% | $5,352-25.8% |
| Admin fee / account holder | $343 | $6,502-94.7% | $5,299-93.5% | $9,540-96.4% |