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 | $28,616 | $98,750-71.0% | $149,696-80.9% | $79,858-64.2% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | -79.99% | 27.43%-107.4pp | 276.60%-356.6pp | 31.71%-111.7pp |
| Employer contribution / active EE | $23,449 | $3,216+629.0% | $4,644+404.9% | $2,471+849.0% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,834 | $6,053+45.9% | $9,309-5.1% | $5,306+66.5% |