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 | $56,379 | $95,971-41.3% | $74,550-24.4% | $135,375-58.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.69% | 56.96%-66.7pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $851 | $2,716-68.7% | $1,961-56.6% | $4,779-82.2% |
| Participant deferral / active EE | $3,627 | $3,843-5.6% | $3,108+16.7% | $5,609-35.3% |
| Admin fee / account holder | $702 | $6,522-89.2% | $5,060-86.1% | $10,827-93.5% |