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 | $14,908 | $69,518-78.6% | $59,878-75.1% | $135,375-89.0% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.7%+14.8pp | 82.6%+6.8pp |
| Annual return | -14.27% | 7.94%-22.2pp | 3.46%-17.7pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,265 | $3,235-30.0% | $2,722-16.8% | $4,779-52.6% |
| Participant deferral / active EE | $4,795 | $4,206+14.0% | $3,402+41.0% | $5,609-14.5% |
| Admin fee / account holder | $506 | $5,734-91.2% | $3,590-85.9% | $10,827-95.3% |