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 | $35,162 | $95,862-63.3% | $79,550-55.8% | $134,475-73.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -22.60% | -2.69%-19.9pp | 0.16%-22.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,591 | $3,128-49.1% | $2,413-34.1% | $4,740-66.4% |
| Participant deferral / active EE | $5,544 | $4,693+18.1% | $3,985+39.1% | $6,400-13.4% |
| Admin fee / account holder | $719 | $9,126-92.1% | $6,832-89.5% | $11,426-93.7% |