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 | $49,892 | $102,317-51.2% | $146,958-66.1% | $80,856-38.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | -62.35% | 134.76%-197.1pp | 418.34%-480.7pp | 35.59%-97.9pp |
| Employer contribution / active EE | $28,013 | $3,713+654.4% | $4,933+467.9% | $2,755+916.9% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,359 | $7,941+5.3% | $12,998-35.7% | $6,918+20.8% |