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 | $40,431 | $82,664-51.1% | $125,339-67.7% | $68,494-41.0% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,491 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $3,561 | $6,110-41.7% | $7,446-52.2% | $4,027-11.6% |
| Admin fee / account holder | $4,497 | $6,275-28.3% | $10,010-55.1% | $5,403-16.8% |