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 | $30,863 | $82,664-62.7% | $125,339-75.4% | $68,494-54.9% |
| Participation rate | 70.6% | 75.0%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -20.92% | -5.97%-14.9pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,860 | $3,381-45.0% | $4,814-61.4% | $2,596-28.4% |
| Participant deferral / active EE | $4,578 | $6,110-25.1% | $7,446-38.5% | $4,027+13.7% |
| Admin fee / account holder | $2,722 | $6,275-56.6% | $10,010-72.8% | $5,403-49.6% |