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 | $35,944 | $87,013-58.7% | $106,213-66.2% | $80,856-55.5% |
| Participation rate | 98.4% | 70.4%+28.0pp | 75.3%+23.1pp | 67.6%+30.8pp |
| Annual return | -41.79% | 17.05%-58.8pp | 116.14%-157.9pp | 35.59%-77.4pp |
| Employer contribution / active EE | $5,580 | $2,395+133.0% | $3,171+75.9% | $2,755+102.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,267 | $8,431-85.0% | $11,033-88.5% | $6,918-81.7% |