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 7-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 | $50,014 | $95,862-47.8% | $79,550-37.1% | $134,475-62.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -22.53% | -2.69%-19.8pp | 0.16%-22.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,805 | $3,128-10.3% | $2,413+16.2% | $4,740-40.8% |
| Participant deferral / active EE | $10,010 | $4,693+113.3% | $3,985+151.2% | $6,400+56.4% |
| Admin fee / account holder | $1,722 | $9,126-81.1% | $6,832-74.8% | $11,426-84.9% |