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 | $61,921 | $82,664-25.1% | $125,339-50.6% | $68,494-9.6% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -24.60% | -5.97%-18.6pp | 572.05%-596.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $5,126 | $3,381+51.6% | $4,814+6.5% | $2,596+97.5% |
| Participant deferral / active EE | $12,292 | $6,110+101.2% | $7,446+65.1% | $4,027+205.2% |
| Admin fee / account holder | $4,486 | $6,275-28.5% | $10,010-55.2% | $5,403-17.0% |