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 | $19,976 | $69,010-71.1% | $159,960-87.5% | $68,494-70.8% |
| Participation rate | 70.7% | 65.4%+5.3pp | 78.0%-7.3pp | 67.9%+2.8pp |
| Annual return | -20.84% | -9.65%-11.2pp | 408.60%-429.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $751 | $2,213-66.1% | $4,226-82.2% | $2,596-71.1% |
| Participant deferral / active EE | $1,910 | $4,212-54.7% | $6,182-69.1% | $4,027-52.6% |
| Admin fee / account holder | $2,419 | $4,798-49.6% | $8,698-72.2% | $5,403-55.2% |