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 | $45,274 | $95,971-52.8% | $74,550-39.3% | $135,375-66.6% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -10.45% | 56.96%-67.4pp | 32.53%-43.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $884 | $2,716-67.4% | $1,961-54.9% | $4,779-81.5% |
| Participant deferral / active EE | $1,092 | $3,843-71.6% | $3,108-64.9% | $5,609-80.5% |
| Admin fee / account holder | $846 | $6,522-87.0% | $5,060-83.3% | $10,827-92.2% |