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 | $35,707 | $92,703-61.5% | $82,719-56.8% | $134,475-73.4% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.1pp | 81.2%+1.4pp |
| Annual return | -25.56% | 944.92%-970.5pp | 701.18%-726.7pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,273 | $3,274-30.6% | $3,009-24.5% | $4,740-52.0% |
| Participant deferral / active EE | $3,466 | $4,802-27.8% | $4,395-21.1% | $6,400-45.8% |
| Admin fee / account holder | $2,076 | $5,983-65.3% | $5,329-61.0% | $11,426-81.8% |