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 | $42,353 | $82,664-48.8% | $125,339-66.2% | $68,494-38.2% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -22.23% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,037 | $3,381-39.7% | $4,814-57.7% | $2,596-21.5% |
| Participant deferral / active EE | $4,276 | $6,110-30.0% | $7,446-42.6% | $4,027+6.2% |
| Admin fee / account holder | $1,138 | $6,275-81.9% | $10,010-88.6% | $5,403-78.9% |