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 | $52,691 | $82,664-36.3% | $125,339-58.0% | $68,494-23.1% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -27.50% | -5.97%-21.5pp | 572.05%-599.6pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,344 | $3,381-60.3% | $4,814-72.1% | $2,596-48.3% |
| Participant deferral / active EE | $7,922 | $6,110+29.6% | $7,446+6.4% | $4,027+96.7% |
| Admin fee / account holder | $2,736 | $6,275-56.4% | $10,010-72.7% | $5,403-49.4% |