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 | $55,819 | $82,664-32.5% | $125,339-55.5% | $68,494-18.5% |
| Participation rate | 76.4% | 75.0%+1.3pp | 82.4%-6.0pp | 67.9%+8.5pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,905 | $3,381-14.1% | $4,814-39.7% | $2,596+11.9% |
| Participant deferral / active EE | $5,184 | $6,110-15.2% | $7,446-30.4% | $4,027+28.7% |
| Admin fee / account holder | $4,874 | $6,275-22.3% | $10,010-51.3% | $5,403-9.8% |