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 | $53,417 | $82,664-35.4% | $125,339-57.4% | $68,494-22.0% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -20.74% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,413 | $3,381-28.6% | $4,814-49.9% | $2,596-7.0% |
| Participant deferral / active EE | $6,438 | $6,110+5.4% | $7,446-13.5% | $4,027+59.9% |
| Admin fee / account holder | $2,662 | $6,275-57.6% | $10,010-73.4% | $5,403-50.7% |