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 | $51,986 | $85,766-39.4% | $136,294-61.9% | $70,131-25.9% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | -21.27% | 31.45%-52.7pp | 5155.94%-5177.2pp | 73.14%-94.4pp |
| Employer contribution / active EE | $2,147 | $2,966-27.6% | $4,695-54.3% | $2,342-8.3% |
| Participant deferral / active EE | $3,800 | $5,051-24.8% | $6,247-39.2% | $3,332+14.1% |
| Admin fee / account holder | $46,888 | $5,420+765.0% | $9,243+407.3% | $4,645+909.3% |