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 | $35,776 | $81,208-55.9% | $98,907-63.8% | $79,858-55.2% |
| Participation rate | 95.2% | 72.5%+22.7pp | 76.0%+19.2pp | 69.6%+25.6pp |
| Annual return | -5.11% | 60.99%-66.1pp | 196.43%-201.5pp | 31.71%-36.8pp |
| Employer contribution / active EE | $3,478 | $1,960+77.5% | $2,689+29.3% | $2,471+40.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,981 | $6,013-50.4% | $6,642-55.1% | $5,306-43.8% |