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 | $18,069 | $76,000-76.2% | $154,107-88.3% | $64,186-71.8% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | -8.49% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,147 | $3,351-35.9% | $5,298-59.5% | $2,381-9.8% |
| Participant deferral / active EE | $3,361 | $3,175+5.8% | $5,081-33.9% | $3,470-3.1% |
| Admin fee / account holder | $478 | $5,596-91.5% | $13,411-96.4% | $4,888-90.2% |