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 | $68,389 | $133,958-48.9% | $112,228-39.1% | $134,475-49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.15% | 47.11%-70.3pp | 27.45%-50.6pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,490 | $4,038-63.1% | $3,635-59.0% | $4,740-68.6% |
| Participant deferral / active EE | $7,228 | $5,291+36.6% | $4,728+52.9% | $6,400+12.9% |
| Admin fee / account holder | $3,103 | $7,489-58.6% | $6,410-51.6% | $11,426-72.8% |