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 | $55,897 | $117,690-52.5% | $71,735-22.1% | $134,475-58.4% |
| Participation rate | 84.6% | 68.8%+15.8pp | 62.3%+22.3pp | 81.2%+3.4pp |
| Annual return | -29.31% | 25.44%-54.7pp | 9.14%-38.5pp | 417.96%-447.3pp |
| Employer contribution / active EE | $9,726 | $2,525+285.3% | $1,704+470.8% | $4,740+105.2% |
| Participant deferral / active EE | $4,983 | $3,759+32.6% | $2,658+87.5% | $6,400-22.1% |
| Admin fee / account holder | $4,990 | $6,379-21.8% | $3,974+25.6% | $11,426-56.3% |