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 | $40,552 | $82,664-50.9% | $125,339-67.6% | $68,494-40.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -20.32% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,506 | $3,381-25.9% | $4,814-47.9% | $2,596-3.5% |
| Participant deferral / active EE | $3,754 | $6,110-38.6% | $7,446-49.6% | $4,027-6.8% |
| Admin fee / account holder | $2,039 | $6,275-67.5% | $10,010-79.6% | $5,403-62.3% |