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 | $35,980 | $95,971-62.5% | $74,550-51.7% | $135,375-73.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.59% | 56.96%-66.5pp | 32.53%-42.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,690 | $2,716-1.0% | $1,961+37.2% | $4,779-43.7% |
| Participant deferral / active EE | $9,725 | $3,843+153.0% | $3,108+212.9% | $5,609+73.4% |
| Admin fee / account holder | $770 | $6,522-88.2% | $5,060-84.8% | $10,827-92.9% |