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 | $45,398 | $121,625-62.7% | $104,607-56.6% | $158,922-71.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -20.48% | 465.26%-485.7pp | 340.46%-360.9pp | 302.83%-323.3pp |
| Employer contribution / active EE | $1,347 | $3,163-57.4% | $2,681-49.8% | $4,761-71.7% |
| Participant deferral / active EE | $4,650 | $4,177+11.3% | $3,740+24.3% | $5,982-22.3% |
| Admin fee / account holder | $8,738 | $7,787+12.2% | $6,473+35.0% | $11,246-22.3% |