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 | $53,697 | $63,346-15.2% | $92,233-41.8% | $70,131-23.4% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | -2.16% | 530.12%-532.3pp | 176.28%-178.4pp | 73.14%-75.3pp |
| Employer contribution / active EE | $2,982 | $2,471+20.7% | $3,679-19.0% | $2,342+27.3% |
| Participant deferral / active EE | $3,633 | $2,854+27.3% | $3,897-6.8% | $3,332+9.1% |
| Admin fee / account holder | $353 | $3,840-90.8% | $5,194-93.2% | $4,645-92.4% |