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 | $63,946 | $84,402-24.2% | $61,373+4.2% | $134,475-52.4% |
| Participation rate | 88.2% | 62.2%+26.0pp | 52.6%+35.7pp | 81.2%+7.0pp |
| Annual return | -24.45% | 584.55%-609.0pp | 338.61%-363.1pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,571 | $1,544+1.7% | $1,159+35.5% | $4,740-66.8% |
| Participant deferral / active EE | $5,045 | $2,819+79.0% | $2,125+137.4% | $6,400-21.2% |
| Admin fee / account holder | $802 | $2,585-69.0% | $2,130-62.3% | $11,426-93.0% |