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 | $62,784 | $75,828-17.2% | $147,614-57.5% | $59,632+5.3% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -45.76% | 0.37%-46.1pp | 61.98%-107.7pp | 2041.28%-2087.0pp |
| Employer contribution / active EE | $2,247 | $3,485-35.5% | $5,564-59.6% | $2,203+2.0% |
| Participant deferral / active EE | $5,867 | $3,130+87.4% | $4,895+19.9% | $3,192+83.8% |
| Admin fee / account holder | $1,568 | $5,985-73.8% | $11,611-86.5% | $4,297-63.5% |