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 | $35,192 | $113,935-69.1% | $94,224-62.7% | $125,391-71.9% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -4.58% | 5.29%-9.9pp | 10.68%-15.3pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,786 | $4,727-62.2% | $3,587-50.2% | $4,866-63.3% |
| Participant deferral / active EE | $2,625 | $5,179-49.3% | $4,320-39.2% | $5,352-50.9% |
| Admin fee / account holder | $1,046 | $8,391-87.5% | $6,269-83.3% | $9,540-89.0% |