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 | $48,476 | $107,334-54.8% | $92,893-47.8% | $152,861-68.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -42.23% | 145.58%-187.8pp | 109.41%-151.6pp | 345.32%-387.5pp |
| Employer contribution / active EE | $5,423 | $4,221+28.5% | $3,653+48.5% | $4,762+13.9% |
| Participant deferral / active EE | $14,633 | $4,845+202.0% | $4,236+245.4% | $5,850+150.1% |
| Admin fee / account holder | $22,151 | $7,079+212.9% | $5,794+282.3% | $11,596+91.0% |