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 | $37,358 | $84,695-55.9% | $73,843-49.4% | $125,391-70.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -6.38% | 3123.53%-3129.9pp | 2267.84%-2274.2pp | 282.22%-288.6pp |
| Employer contribution / active EE | $1,925 | $3,123-38.4% | $2,787-30.9% | $4,866-60.4% |
| Participant deferral / active EE | $3,874 | $3,992-3.0% | $3,583+8.1% | $5,352-27.6% |
| Admin fee / account holder | $1,393 | $5,691-75.5% | $4,880-71.5% | $9,540-85.4% |