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 | $45,925 | $76,000-39.6% | $154,107-70.2% | $64,186-28.4% |
| Participation rate | 82.2% | 70.4%+11.8pp | 83.0%-0.8pp | 69.6%+12.7pp |
| Annual return | -9.98% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,817 | $3,351-45.8% | $5,298-65.7% | $2,381-23.7% |
| Participant deferral / active EE | $7,519 | $3,175+136.8% | $5,081+48.0% | $3,470+116.7% |
| Admin fee / account holder | $5,487 | $5,596-2.0% | $13,411-59.1% | $4,888+12.2% |