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 | $28,711 | $95,971-70.1% | $74,550-61.5% | $135,375-78.8% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -9.83% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $503 | $2,716-81.5% | $1,961-74.3% | $4,779-89.5% |
| Participant deferral / active EE | $2,774 | $3,843-27.8% | $3,108-10.8% | $5,609-50.5% |
| Admin fee / account holder | $730 | $6,522-88.8% | $5,060-85.6% | $10,827-93.3% |