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 | $34,935 | $59,159-40.9% | $159,960-78.2% | $66,914-47.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -18.49% | -12.26%-6.2pp | 408.60%-427.1pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,620 | $1,983+82.5% | $4,226-14.3% | $2,544+42.3% |
| Participant deferral / active EE | $5,845 | $4,395+33.0% | $6,182-5.5% | $4,237+38.0% |
| Admin fee / account holder | $3,429 | $591+480.4% | $8,698-60.6% | $593+478.1% |