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 | $50,888 | $95,971-47.0% | $74,550-31.7% | $135,375-62.4% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -9.71% | 56.96%-66.7pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,315 | $2,716-14.8% | $1,961+18.1% | $4,779-51.6% |
| Participant deferral / active EE | $3,556 | $3,843-7.5% | $3,108+14.4% | $5,609-36.6% |
| Admin fee / account holder | $509 | $6,522-92.2% | $5,060-89.9% | $10,827-95.3% |