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 | $54,580 | $82,664-34.0% | $125,339-56.5% | $68,494-20.3% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -26.98% | -5.97%-21.0pp | 572.05%-599.0pp | -7.84%-19.1pp |
| Employer contribution / active EE | $2,267 | $3,381-33.0% | $4,814-52.9% | $2,596-12.7% |
| Participant deferral / active EE | $3,183 | $6,110-47.9% | $7,446-57.3% | $4,027-21.0% |
| Admin fee / account holder | $1,035 | $6,275-83.5% | $10,010-89.7% | $5,403-80.8% |