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 | $48,162 | $84,402-42.9% | $61,373-21.5% | $134,475-64.2% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -22.57% | 584.55%-607.1pp | 338.61%-361.2pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,681 | $1,544+8.8% | $1,159+45.0% | $4,740-64.5% |
| Participant deferral / active EE | $2,492 | $2,819-11.6% | $2,125+17.3% | $6,400-61.1% |
| Admin fee / account holder | $3,202 | $2,585+23.9% | $2,130+50.4% | $11,426-72.0% |