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 | $32,617 | $82,664-60.5% | $125,339-74.0% | $68,494-52.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -22.30% | -5.97%-16.3pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,111 | $3,381-37.6% | $4,814-56.1% | $2,596-18.7% |
| Participant deferral / active EE | $3,954 | $6,110-35.3% | $7,446-46.9% | $4,027-1.8% |
| Admin fee / account holder | $4,573 | $6,275-27.1% | $10,010-54.3% | $5,403-15.4% |