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 7-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 | $41,954 | $82,664-49.2% | $125,339-66.5% | $68,494-38.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -23.99% | -5.97%-18.0pp | 572.05%-596.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $3,184 | $3,381-5.8% | $4,814-33.9% | $2,596+22.6% |
| Participant deferral / active EE | $6,683 | $6,110+9.4% | $7,446-10.3% | $4,027+65.9% |
| Admin fee / account holder | $3,641 | $6,275-42.0% | $10,010-63.6% | $5,403-32.6% |