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 | $37,623 | $82,664-54.5% | $125,339-70.0% | $68,494-45.1% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -22.02% | -5.97%-16.0pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,992 | $3,381-11.5% | $4,814-37.9% | $2,596+15.2% |
| Participant deferral / active EE | $11,195 | $6,110+83.2% | $7,446+50.3% | $4,027+178.0% |
| Admin fee / account holder | $1,412 | $6,275-77.5% | $10,010-85.9% | $5,403-73.9% |