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 | $26,062 | $82,664-68.5% | $125,339-79.2% | $68,494-61.9% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,813 | $3,381-46.4% | $4,814-62.3% | $2,596-30.2% |
| Participant deferral / active EE | $7,676 | $6,110+25.6% | $7,446+3.1% | $4,027+90.6% |
| Admin fee / account holder | $888 | $6,275-85.9% | $10,010-91.1% | $5,403-83.6% |