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 | $24,722 | $97,044-74.5% | $83,333-70.3% | $135,375-81.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.77% | 12.31%-22.1pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,115 | $4,143-48.9% | $3,379-37.4% | $4,779-55.7% |
| Participant deferral / active EE | $1,987 | $5,964-66.7% | $5,565-64.3% | $5,609-64.6% |
| Admin fee / account holder | $667 | $8,380-92.0% | $7,510-91.1% | $10,827-93.8% |