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 | $30,976 | $95,971-67.7% | $74,550-58.4% | $135,375-77.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.55% | 56.96%-67.5pp | 32.53%-43.1pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,205 | $2,716+18.0% | $1,961+63.4% | $4,779-32.9% |
| Participant deferral / active EE | $5,606 | $3,843+45.9% | $3,108+80.4% | $5,609-0.1% |
| Admin fee / account holder | $2,451 | $6,522-62.4% | $5,060-51.6% | $10,827-77.4% |