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 | $28,703 | $82,664-65.3% | $125,339-77.1% | $68,494-58.1% |
| Participation rate | 79.7% | 75.0%+4.6pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -20.64% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,080 | $3,381-8.9% | $4,814-36.0% | $2,596+18.6% |
| Participant deferral / active EE | $4,425 | $6,110-27.6% | $7,446-40.6% | $4,027+9.9% |
| Admin fee / account holder | $2,780 | $6,275-55.7% | $10,010-72.2% | $5,403-48.5% |