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 | $41,634 | $118,680-64.9% | $98,907-57.9% | $158,922-73.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | -1.84% | 372.35%-374.2pp | 196.43%-198.3pp | 302.83%-304.7pp |
| Employer contribution / active EE | $1,373 | $3,333-58.8% | $2,689-48.9% | $4,761-71.2% |
| Participant deferral / active EE | $2,746 | $5,088-46.0% | $4,244-35.3% | $5,982-54.1% |
| Admin fee / account holder | $1,034 | $10,131-89.8% | $6,642-84.4% | $11,246-90.8% |