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 | $59,938 | $112,096-46.5% | $95,952-37.5% | $158,922-62.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.26% | 171.09%-176.4pp | 91.61%-96.9pp | 302.83%-308.1pp |
| Employer contribution / active EE | $1,489 | $3,198-53.5% | $2,541-41.4% | $4,761-68.7% |
| Participant deferral / active EE | $5,914 | $4,784+23.6% | $4,167+41.9% | $5,982-1.1% |
| Admin fee / account holder | $5,377 | $10,130-46.9% | $6,795-20.9% | $11,246-52.2% |