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 | $42,175 | $82,664-49.0% | $125,339-66.4% | $68,494-38.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -20.60% | -5.97%-14.6pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,689 | $3,381+68.3% | $4,814+18.2% | $2,596+119.1% |
| Participant deferral / active EE | $10,339 | $6,110+69.2% | $7,446+38.8% | $4,027+156.7% |
| Admin fee / account holder | $7,698 | $6,275+22.7% | $10,010-23.1% | $5,403+42.5% |