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 | $36,206 | $101,724-64.4% | $164,813-78.0% | $80,856-55.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -60.39% | 16.72%-77.1pp | 69.93%-130.3pp | 35.59%-96.0pp |
| Employer contribution / active EE | $12,908 | $2,953+337.0% | $4,341+197.4% | $2,755+368.6% |
| Participant deferral / active EE | $2,540 | $4,477-43.3% | $6,031-57.9% | $4,296-40.9% |
| Admin fee / account holder | $2,061 | $8,227-74.9% | $12,690-83.8% | $6,918-70.2% |