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 | $42,137 | $78,694-46.5% | $67,652-37.7% | $125,391-66.4% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 83.2%+11.8pp |
| Annual return | -83.95% | 9.46%-93.4pp | 6625.04%-6709.0pp | 282.22%-366.2pp |
| Employer contribution / active EE | $565 | $3,044-81.4% | $2,266-75.1% | $4,866-88.4% |
| Participant deferral / active EE | $1,781 | $4,292-58.5% | $3,560-50.0% | $5,352-66.7% |
| Admin fee / account holder | $2,538 | $7,403-65.7% | $4,821-47.4% | $9,540-73.4% |