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 | $46,487 | $82,664-43.8% | $125,339-62.9% | $68,494-32.1% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -22.12% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,491 | $3,381-26.3% | $4,814-48.2% | $2,596-4.1% |
| Participant deferral / active EE | $6,740 | $6,110+10.3% | $7,446-9.5% | $4,027+67.4% |
| Admin fee / account holder | $2,630 | $6,275-58.1% | $10,010-73.7% | $5,403-51.3% |