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 | $34,178 | $72,492-52.9% | $87,100-60.8% | $72,985-53.2% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | -45.91% | 24.46%-70.4pp | 28.19%-74.1pp | 81.00%-126.9pp |
| Employer contribution / active EE | $4,506 | $1,894+137.9% | $2,521+78.7% | $2,440+84.7% |
| Participant deferral / active EE | $2,149 | $3,270-34.3% | $4,049-46.9% | $3,607-40.4% |
| Admin fee / account holder | $3,974 | $5,055-21.4% | $7,497-47.0% | $5,124-22.4% |