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 | $39,088 | $97,044-59.7% | $83,333-53.1% | $135,375-71.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -10.35% | 12.31%-22.7pp | 10.63%-21.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,727 | $4,143-34.2% | $3,379-19.3% | $4,779-42.9% |
| Participant deferral / active EE | $8,267 | $5,964+38.6% | $5,565+48.6% | $5,609+47.4% |
| Admin fee / account holder | $3,777 | $8,380-54.9% | $7,510-49.7% | $10,827-65.1% |