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 | $28,201 | $82,664-65.9% | $125,339-77.5% | $68,494-58.8% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -23.70% | -5.97%-17.7pp | 572.05%-595.8pp | -7.84%-15.9pp |
| Employer contribution / active EE | $1,624 | $3,381-52.0% | $4,814-66.3% | $2,596-37.5% |
| Participant deferral / active EE | $7,442 | $6,110+21.8% | $7,446-0.1% | $4,027+84.8% |
| Admin fee / account holder | $5,401 | $6,275-13.9% | $10,010-46.0% | $5,4030% |