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 | $43,931 | $133,958-67.2% | $112,228-60.9% | $134,475-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.13% | 47.11%-74.2pp | 27.45%-54.6pp | 417.96%-445.1pp |
| Employer contribution / active EE | $2,536 | $4,038-37.2% | $3,635-30.2% | $4,740-46.5% |
| Participant deferral / active EE | $5,460 | $5,291+3.2% | $4,728+15.5% | $6,400-14.7% |
| Admin fee / account holder | $9,873 | $7,489+31.8% | $6,410+54.0% | $11,426-13.6% |