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 | $36,205 | $76,000-52.4% | $154,107-76.5% | $64,186-43.6% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -19.95% | 30.32%-50.3pp | 735.12%-755.1pp | 7.63%-27.6pp |
| Employer contribution / active EE | $5,768 | $3,351+72.1% | $5,298+8.9% | $2,381+142.3% |
| Participant deferral / active EE | $1,960 | $3,175-38.3% | $5,081-61.4% | $3,470-43.5% |
| Admin fee / account holder | $2,432 | $5,596-56.5% | $13,411-81.9% | $4,888-50.2% |