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 | $42,631 | $133,958-68.2% | $112,228-62.0% | $134,475-68.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.39% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,952 | $4,038-51.7% | $3,635-46.3% | $4,740-58.8% |
| Participant deferral / active EE | $3,354 | $5,291-36.6% | $4,728-29.1% | $6,400-47.6% |
| Admin fee / account holder | $613 | $7,489-91.8% | $6,410-90.4% | $11,426-94.6% |