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 | $50,518 | $70,669-28.5% | $169,368-70.2% | $75,163-32.8% |
| Participation rate | 93.0% | 64.8%+28.2pp | 77.1%+15.9pp | 67.2%+25.8pp |
| Annual return | -8.69% | 36.36%-45.1pp | 405.60%-414.3pp | 160.62%-169.3pp |
| Employer contribution / active EE | $663 | $2,211-70.0% | $4,013-83.5% | $2,670-75.2% |
| Participant deferral / active EE | $2,885 | $4,311-33.1% | $6,221-53.6% | $4,125-30.1% |
| Admin fee / account holder | $12,693 | $5,402+134.9% | $9,003+41.0% | $5,651+124.6% |