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 | $88,014 | $127,777-31.1% | $106,548-17.4% | $167,490-47.5% |
| Participation rate | 93.8% | 78.3%+15.5pp | 76.1%+17.6pp | 82.1%+11.6pp |
| Annual return | -28.21% | 33.87%-62.1pp | 26.80%-55.0pp | 478.56%-506.8pp |
| Employer contribution / active EE | $1,959 | $3,427-42.8% | $2,819-30.5% | $4,837-59.5% |
| Participant deferral / active EE | $4,143 | $5,087-18.5% | $4,398-5.8% | $6,341-34.7% |
| Admin fee / account holder | $557 | $11,228-95.0% | $7,407-92.5% | $12,309-95.5% |