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 | $62,322 | $82,664-24.6% | $125,339-50.3% | $68,494-9.0% |
| Participation rate | 73.2% | 75.0%-1.9pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -20.24% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,783 | $3,381-17.7% | $4,814-42.2% | $2,596+7.2% |
| Participant deferral / active EE | $3,086 | $6,110-49.5% | $7,446-58.6% | $4,027-23.4% |
| Admin fee / account holder | $2,377 | $6,275-62.1% | $10,010-76.2% | $5,403-56.0% |