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 5-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 | $49,840 | $152,509-67.3% | $117,472-57.6% | $134,475-62.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -25.05% | 52.99%-78.0pp | 29.74%-54.8pp | 417.96%-443.0pp |
| Employer contribution / active EE | $20,555 | $5,571+269.0% | $4,176+392.2% | $4,740+333.7% |
| Participant deferral / active EE | $9,236 | $4,818+91.7% | $4,070+126.9% | $6,400+44.3% |
| Admin fee / account holder | $1,757 | $7,004-74.9% | $5,645-68.9% | $11,426-84.6% |