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 | $36,329 | $82,664-56.1% | $125,339-71.0% | $68,494-47.0% |
| Participation rate | 75.6% | 75.0%+0.6pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -19.74% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,398 | $3,381-29.1% | $4,814-50.2% | $2,596-7.7% |
| Participant deferral / active EE | $6,007 | $6,110-1.7% | $7,446-19.3% | $4,027+49.2% |
| Admin fee / account holder | $1,494 | $6,275-76.2% | $10,010-85.1% | $5,403-72.4% |