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 | $45,036 | $82,664-45.5% | $125,339-64.1% | $68,494-34.2% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -19.96% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,965 | $3,381-41.9% | $4,814-59.2% | $2,596-24.3% |
| Participant deferral / active EE | $4,975 | $6,110-18.6% | $7,446-33.2% | $4,027+23.5% |
| Admin fee / account holder | $789 | $6,275-87.4% | $10,010-92.1% | $5,403-85.4% |