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 | $71,678 | $69,010+3.9% | $159,960-55.2% | $68,494+4.6% |
| Participation rate | 98.2% | 65.4%+32.8pp | 78.0%+20.2pp | 67.9%+30.3pp |
| Annual return | -38.51% | -9.65%-28.9pp | 408.60%-447.1pp | -7.84%-30.7pp |
| Employer contribution / active EE | $5,314 | $2,213+140.1% | $4,226+25.7% | $2,596+104.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,172 | $4,798-33.9% | $8,698-63.5% | $5,403-41.3% |