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 | $30,532 | $76,000-59.8% | $154,107-80.2% | $64,186-52.4% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+27.9pp |
| Annual return | -10.26% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $3,550 | $3,351+5.9% | $5,298-33.0% | $2,381+49.1% |
| Participant deferral / active EE | $4,147 | $3,175+30.6% | $5,081-18.4% | $3,470+19.5% |
| Admin fee / account holder | $657 | $5,596-88.3% | $13,411-95.1% | $4,888-86.6% |