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 | $22,682 | $95,971-76.4% | $74,550-69.6% | $135,375-83.2% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -10.04% | 56.96%-67.0pp | 32.53%-42.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,298 | $2,716-52.2% | $1,961-33.8% | $4,779-72.8% |
| Participant deferral / active EE | $3,137 | $3,843-18.4% | $3,108+0.9% | $5,609-44.1% |
| Admin fee / account holder | $2,219 | $6,522-66.0% | $5,060-56.2% | $10,827-79.5% |