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 | $53,865 | $110,094-51.1% | $151,611-64.5% | $68,494-21.4% |
| Participation rate | 81.6% | 84.0%-2.3pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -51.39% | -10.12%-41.3pp | 3.33%-54.7pp | -7.84%-43.5pp |
| Employer contribution / active EE | $4,453 | $4,471-0.4% | $6,166-27.8% | $2,596+71.5% |
| Participant deferral / active EE | $9,018 | $6,527+38.2% | $8,363+7.8% | $4,027+123.9% |
| Admin fee / account holder | $2,846 | $7,719-63.1% | $11,616-75.5% | $5,403-47.3% |