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 | $38,250 | $82,664-53.7% | $125,339-69.5% | $68,494-44.2% |
| Participation rate | 81.1% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -19.41% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,539 | $3,381-24.9% | $4,814-47.3% | $2,596-2.2% |
| Participant deferral / active EE | $6,524 | $6,110+6.8% | $7,446-12.4% | $4,027+62.0% |
| Admin fee / account holder | $411 | $6,275-93.5% | $10,010-95.9% | $5,403-92.4% |