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 6-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 | $59,301 | $84,487-29.8% | $125,339-52.7% | $66,914-11.4% |
| Participation rate | 76.8% | 76.4%+0.4pp | 82.4%-5.6pp | 69.8%+7.0pp |
| Annual return | -19.25% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $3,102 | $3,553-12.7% | $4,814-35.6% | $2,544+21.9% |
| Participant deferral / active EE | $6,915 | $6,781+2.0% | $7,446-7.1% | $4,237+63.2% |
| Admin fee / account holder | $1,493 | $685+117.9% | $10,010-85.1% | $593+151.7% |