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 | $50,535 | $99,877-49.4% | $84,966-40.5% | $145,922-65.4% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | -44.78% | 83.76%-128.5pp | 66.38%-111.2pp | 561.29%-606.1pp |
| Employer contribution / active EE | $3,563 | $3,231+10.3% | $2,727+30.7% | $4,660-23.5% |
| Participant deferral / active EE | $6,030 | $5,291+14.0% | $4,519+33.4% | $6,688-9.8% |
| Admin fee / account holder | $862 | $7,248-88.1% | $6,149-86.0% | $13,397-93.6% |