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 | $53,727 | $82,664-35.0% | $125,339-57.1% | $68,494-21.6% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,554 | $3,381-54.0% | $4,814-67.7% | $2,596-40.1% |
| Participant deferral / active EE | $3,437 | $6,110-43.8% | $7,446-53.8% | $4,027-14.7% |
| Admin fee / account holder | $860 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |