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 5-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 | $61,946 | $142,344-56.5% | $119,609-48.2% | $134,475-53.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -25.35% | -12.44%-12.9pp | -14.97%-10.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,052 | $5,222-79.9% | $4,232-75.2% | $4,740-77.8% |
| Participant deferral / active EE | $2,473 | $6,469-61.8% | $5,602-55.9% | $6,400-61.4% |
| Admin fee / account holder | $1,737 | $13,584-87.2% | $10,323-83.2% | $11,426-84.8% |