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 7-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 | $50,052 | $142,344-64.8% | $119,609-58.2% | $134,475-62.8% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -23.34% | -12.44%-10.9pp | -14.97%-8.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,871 | $5,222-64.2% | $4,232-55.8% | $4,740-60.5% |
| Participant deferral / active EE | $10,331 | $6,469+59.7% | $5,602+84.4% | $6,400+61.4% |
| Admin fee / account holder | $1,217 | $13,584-91.0% | $10,323-88.2% | $11,426-89.3% |