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 | $51,827 | $126,574-59.1% | $106,213-51.2% | $145,922-64.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -13.57% | 224.79%-238.4pp | 116.14%-129.7pp | 561.29%-574.9pp |
| Employer contribution / active EE | $8,348 | $3,730+123.8% | $3,171+163.2% | $4,660+79.1% |
| Participant deferral / active EE | $24,612 | $5,724+330.0% | $5,016+390.7% | $6,688+268.0% |
| Admin fee / account holder | $5,305 | $17,304-69.3% | $11,033-51.9% | $13,397-60.4% |