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 | $25,562 | $127,100-79.9% | $105,738-75.8% | $135,375-81.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -11.33% | 4.49%-15.8pp | 6.27%-17.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,284 | $4,107-68.7% | $3,268-60.7% | $4,779-73.1% |
| Participant deferral / active EE | $5,442 | $5,064+7.5% | $4,080+33.4% | $5,609-3.0% |
| Admin fee / account holder | $335 | $9,087-96.3% | $6,913-95.2% | $10,827-96.9% |