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 | $17,151 | $76,000-77.4% | $154,107-88.9% | $64,186-73.3% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -9.45% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,363 | $3,351+0.4% | $5,298-36.5% | $2,381+41.3% |
| Participant deferral / active EE | $2,230 | $3,175-29.8% | $5,081-56.1% | $3,470-35.7% |
| Admin fee / account holder | $459 | $5,596-91.8% | $13,411-96.6% | $4,888-90.6% |