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 | $25,802 | $82,664-68.8% | $125,339-79.4% | $68,494-62.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,846 | $3,381-15.8% | $4,814-40.9% | $2,596+9.6% |
| Participant deferral / active EE | $5,701 | $6,110-6.7% | $7,446-23.4% | $4,027+41.6% |
| Admin fee / account holder | $1,142 | $6,275-81.8% | $10,010-88.6% | $5,403-78.9% |