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 | $54,421 | $82,664-34.2% | $125,339-56.6% | $68,494-20.5% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,183 | $3,381-35.4% | $4,814-54.7% | $2,596-15.9% |
| Participant deferral / active EE | $5,060 | $6,110-17.2% | $7,446-32.1% | $4,027+25.6% |
| Admin fee / account holder | $7,763 | $6,275+23.7% | $10,010-22.4% | $5,403+43.7% |