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 | $46,776 | $135,635-65.5% | $110,238-57.6% | $135,375-65.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -10.95% | 513.19%-524.1pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,652 | $4,906-66.3% | $3,826-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $2,733 | $5,506-50.4% | $4,672-41.5% | $5,609-51.3% |
| Admin fee / account holder | $944 | $11,457-91.8% | $8,547-89.0% | $10,827-91.3% |