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 | $49,661 | $82,664-39.9% | $125,339-60.4% | $68,494-27.5% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -21.52% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,604 | $3,381+6.6% | $4,814-25.1% | $2,596+38.8% |
| Participant deferral / active EE | $6,771 | $6,110+10.8% | $7,446-9.1% | $4,027+68.1% |
| Admin fee / account holder | $18,265 | $6,275+191.1% | $10,010+82.5% | $5,403+238.1% |