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 8-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 | $41,746 | $82,664-49.5% | $125,339-66.7% | $68,494-39.1% |
| Participation rate | 97.2% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,711 | $3,381-19.8% | $4,814-43.7% | $2,596+4.4% |
| Participant deferral / active EE | $5,993 | $6,110-1.9% | $7,446-19.5% | $4,027+48.8% |
| Admin fee / account holder | $5,472 | $6,275-12.8% | $10,010-45.3% | $5,403+1.3% |