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 | $58,693 | $82,664-29.0% | $125,339-53.2% | $68,494-14.3% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,051 | $6,110-17.3% | $7,446-32.2% | $4,027+25.4% |
| Admin fee / account holder | $2,586 | $6,275-58.8% | $10,010-74.2% | $5,403-52.1% |