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 | $36,760 | $92,703-60.3% | $82,719-55.6% | $134,475-72.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -26.64% | 944.92%-971.6pp | 701.18%-727.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $3,050 | $3,274-6.8% | $3,009+1.4% | $4,740-35.7% |
| Participant deferral / active EE | $10,950 | $4,802+128.0% | $4,395+149.1% | $6,400+71.1% |
| Admin fee / account holder | $4,183 | $5,983-30.1% | $5,329-21.5% | $11,426-63.4% |