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 | $45,966 | $82,664-44.4% | $125,339-63.3% | $68,494-32.9% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -20.97% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,674 | $3,381-50.5% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $11,663 | $6,110+90.9% | $7,446+56.6% | $4,027+189.6% |
| Admin fee / account holder | $23,669 | $6,275+277.2% | $10,010+136.5% | $5,403+338.1% |