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 | $51,301 | $82,664-37.9% | $125,339-59.1% | $68,494-25.1% |
| Participation rate | 86.0% | 75.0%+10.9pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | -21.63% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $3,546 | $3,381+4.9% | $4,814-26.3% | $2,596+36.6% |
| Participant deferral / active EE | $7,766 | $6,110+27.1% | $7,446+4.3% | $4,027+92.8% |
| Admin fee / account holder | $4,430 | $6,275-29.4% | $10,010-55.7% | $5,403-18.0% |