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 | $105,158 | $85,766+22.6% | $136,294-22.8% | $70,131+49.9% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | -35.33% | 31.45%-66.8pp | 5155.94%-5191.3pp | 73.14%-108.5pp |
| Employer contribution / active EE | $5,286 | $2,966+78.2% | $4,695+12.6% | $2,342+125.7% |
| Participant deferral / active EE | $4,205 | $5,051-16.7% | $6,247-32.7% | $3,332+26.2% |
| Admin fee / account holder | $37,358 | $5,420+589.2% | $9,243+304.2% | $4,645+704.2% |