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 | $50,892 | $82,664-38.4% | $125,339-59.4% | $68,494-25.7% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -19.39% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,731 | $3,381+10.3% | $4,814-22.5% | $2,596+43.7% |
| Participant deferral / active EE | $7,222 | $6,110+18.2% | $7,446-3.0% | $4,027+79.3% |
| Admin fee / account holder | $6,473 | $6,275+3.1% | $10,010-35.3% | $5,403+19.8% |