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 | $42,553 | $82,664-48.5% | $125,339-66.0% | $68,494-37.9% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -21.87% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,000 | $3,381-40.8% | $4,814-58.4% | $2,596-23.0% |
| Participant deferral / active EE | $4,514 | $6,110-26.1% | $7,446-39.4% | $4,027+12.1% |
| Admin fee / account holder | $13,032 | $6,275+107.7% | $10,010+30.2% | $5,403+141.2% |