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 | $30,647 | $78,694-61.1% | $67,652-54.7% | $125,391-75.6% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -17.72% | 9.46%-27.2pp | 6625.04%-6642.8pp | 282.22%-299.9pp |
| Employer contribution / active EE | $1,032 | $3,044-66.1% | $2,266-54.5% | $4,866-78.8% |
| Participant deferral / active EE | $2,158 | $4,292-49.7% | $3,560-39.4% | $5,352-59.7% |
| Admin fee / account holder | $39,523 | $7,403+433.9% | $4,821+719.8% | $9,540+314.3% |