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 | $48,975 | $81,900-40.2% | $119,609-59.1% | $68,494-28.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.48% | -23.82%+3.3pp | -14.97%-5.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,047 | $2,693+50.3% | $4,232-4.4% | $2,596+55.9% |
| Participant deferral / active EE | $7,033 | $4,148+69.6% | $5,602+25.5% | $4,027+74.6% |
| Admin fee / account holder | $5,063 | $6,582-23.1% | $10,323-51.0% | $5,403-6.3% |