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 | $47,474 | $82,664-42.6% | $125,339-62.1% | $68,494-30.7% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -27.46% | -5.97%-21.5pp | 572.05%-599.5pp | -7.84%-19.6pp |
| Employer contribution / active EE | $1,764 | $3,381-47.8% | $4,814-63.4% | $2,596-32.1% |
| Participant deferral / active EE | $3,152 | $6,110-48.4% | $7,446-57.7% | $4,027-21.7% |
| Admin fee / account holder | $530 | $6,275-91.6% | $10,010-94.7% | $5,403-90.2% |