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 | $31,566 | $135,635-76.7% | $110,238-71.4% | $135,375-76.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -10.01% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,459 | $4,906-70.3% | $3,826-61.9% | $4,779-69.5% |
| Participant deferral / active EE | $4,546 | $5,506-17.4% | $4,672-2.7% | $5,609-18.9% |
| Admin fee / account holder | $404 | $11,457-96.5% | $8,547-95.3% | $10,827-96.3% |