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 | $30,543 | $27,641+10.5% | $61,373-50.2% | $68,494-55.4% |
| Participation rate | 90.9% | 39.5%+51.4pp | 52.6%+38.3pp | 67.9%+23.0pp |
| Annual return | -24.93% | -13.24%-11.7pp | 338.61%-363.5pp | -7.84%-17.1pp |
| Employer contribution / active EE | $991 | $695+42.5% | $1,159-14.5% | $2,596-61.8% |
| Participant deferral / active EE | $1,335 | $1,263+5.7% | $2,125-37.2% | $4,027-66.9% |
| Admin fee / account holder | $858 | $2,010-57.3% | $2,130-59.7% | $5,403-84.1% |