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 | $42,023 | $100,754-58.3% | $86,677-51.5% | $134,475-68.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.46% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,923 | $3,489+12.4% | $2,836+38.3% | $4,740-17.2% |
| Participant deferral / active EE | $5,219 | $5,338-2.2% | $4,656+12.1% | $6,400-18.5% |
| Admin fee / account holder | $1,294 | $10,926-88.2% | $7,493-82.7% | $11,426-88.7% |