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 | $31,091 | $142,344-78.2% | $119,609-74.0% | $134,475-76.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -20.06% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,446 | $5,222-53.2% | $4,232-42.2% | $4,740-48.4% |
| Participant deferral / active EE | $4,193 | $6,469-35.2% | $5,602-25.2% | $6,400-34.5% |
| Admin fee / account holder | $12,214 | $13,584-10.1% | $10,323+18.3% | $11,426+6.9% |