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 | $39,947 | $77,899-48.7% | $149,673-73.3% | $75,163-46.9% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | -47.04% | 31.72%-78.8pp | 134.42%-181.5pp | 160.62%-207.7pp |
| Employer contribution / active EE | $2,847 | $3,137-9.3% | $4,818-40.9% | $2,670+6.6% |
| Participant deferral / active EE | $3,707 | $3,411+8.7% | $5,680-34.7% | $4,125-10.1% |
| Admin fee / account holder | $837 | $5,956-85.9% | $13,210-93.7% | $5,651-85.2% |