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 5-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 | $52,517 | $82,664-36.5% | $125,339-58.1% | $68,494-23.3% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -23.23% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,126 | $3,381-66.7% | $4,814-76.6% | $2,596-56.6% |
| Participant deferral / active EE | $3,514 | $6,110-42.5% | $7,446-52.8% | $4,027-12.7% |
| Admin fee / account holder | $8,864 | $6,275+41.3% | $10,010-11.4% | $5,403+64.1% |