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 | $42,911 | $142,344-69.9% | $119,609-64.1% | $134,475-68.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -22.26% | -12.44%-9.8pp | -14.97%-7.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,471 | $5,222-71.8% | $4,232-65.2% | $4,740-69.0% |
| Participant deferral / active EE | $7,276 | $6,469+12.5% | $5,602+29.9% | $6,400+13.7% |
| Admin fee / account holder | $497 | $13,584-96.3% | $10,323-95.2% | $11,426-95.6% |