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 | $28,568 | $76,000-62.4% | $154,107-81.5% | $64,186-55.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -12.05% | 30.32%-42.4pp | 735.12%-747.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,614 | $3,351-51.8% | $5,298-69.5% | $2,381-32.2% |
| Participant deferral / active EE | $3,510 | $3,175+10.6% | $5,081-30.9% | $3,470+1.2% |
| Admin fee / account holder | $764 | $5,596-86.4% | $13,411-94.3% | $4,888-84.4% |