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 | $55,000 | $142,344-61.4% | $119,609-54.0% | $134,475-59.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -20.20% | -12.44%-7.8pp | -14.97%-5.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,788 | $5,222-46.6% | $4,232-34.1% | $4,740-41.2% |
| Participant deferral / active EE | $5,971 | $6,469-7.7% | $5,602+6.6% | $6,400-6.7% |
| Admin fee / account holder | $1,008 | $13,584-92.6% | $10,323-90.2% | $11,426-91.2% |