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 | $65,358 | $82,664-20.9% | $125,339-47.9% | $68,494-4.6% |
| Participation rate | 80.5% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,231 | $3,381-4.4% | $4,814-32.9% | $2,596+24.4% |
| Participant deferral / active EE | $6,441 | $6,110+5.4% | $7,446-13.5% | $4,027+59.9% |
| Admin fee / account holder | $387 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |