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 | $39,869 | $76,000-47.5% | $154,107-74.1% | $64,186-37.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -9.74% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,005 | $3,351-10.3% | $5,298-43.3% | $2,381+26.2% |
| Participant deferral / active EE | $5,986 | $3,175+88.5% | $5,081+17.8% | $3,470+72.5% |
| Admin fee / account holder | $436 | $5,596-92.2% | $13,411-96.7% | $4,888-91.1% |