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 | $73,637 | $92,703-20.6% | $82,719-11.0% | $134,475-45.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -21.52% | 944.92%-966.4pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,903 | $3,274-11.3% | $3,009-3.5% | $4,740-38.7% |
| Participant deferral / active EE | $5,043 | $4,802+5.0% | $4,395+14.8% | $6,400-21.2% |
| Admin fee / account holder | $36,871 | $5,983+516.3% | $5,329+591.9% | $11,426+222.7% |