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 | $52,281 | $69,010-24.2% | $159,960-67.3% | $68,494-23.7% |
| Participation rate | 89.2% | 65.4%+23.8pp | 78.0%+11.2pp | 67.9%+21.3pp |
| Annual return | -19.38% | -9.65%-9.7pp | 408.60%-428.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,550 | $2,213-30.0% | $4,226-63.3% | $2,596-40.3% |
| Participant deferral / active EE | $4,170 | $4,212-1.0% | $6,182-32.6% | $4,027+3.5% |
| Admin fee / account holder | $1,460 | $4,798-69.6% | $8,698-83.2% | $5,403-73.0% |