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 | $50,465 | $54,350-7.1% | $82,719-39.0% | $68,494-26.3% |
| Participation rate | 70.2% | 63.9%+6.3pp | 72.6%-2.4pp | 67.9%+2.3pp |
| Annual return | -19.58% | -13.67%-5.9pp | 701.18%-720.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,839 | $2,218+28.0% | $3,009-5.6% | $2,596+9.4% |
| Participant deferral / active EE | $5,097 | $3,246+57.0% | $4,395+16.0% | $4,027+26.6% |
| Admin fee / account holder | $7,744 | $4,395+76.2% | $5,329+45.3% | $5,403+43.3% |