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 | $39,232 | $85,766-54.3% | $136,294-71.2% | $70,131-44.1% |
| Participation rate | 98.6% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | -30.37% | 31.45%-61.8pp | 5155.94%-5186.3pp | 73.14%-103.5pp |
| Employer contribution / active EE | $8,869 | $2,966+199.0% | $4,695+88.9% | $2,342+278.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,193 | $5,420-22.6% | $9,243-54.6% | $4,645-9.7% |