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 | $64,359 | $82,664-22.1% | $125,339-48.7% | $68,494-6.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -22.59% | -5.97%-16.6pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $4,350 | $3,381+28.7% | $4,814-9.6% | $2,596+67.6% |
| Participant deferral / active EE | $7,955 | $6,110+30.2% | $7,446+6.8% | $4,027+97.5% |
| Admin fee / account holder | $1,620 | $6,275-74.2% | $10,010-83.8% | $5,403-70.0% |