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 | $38,792 | $77,813-50.1% | $123,544-68.6% | $64,186-39.6% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.3%-1.8pp | 69.6%+10.9pp |
| Annual return | -10.06% | 12.48%-22.5pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $3,994 | $3,014+32.5% | $4,628-13.7% | $2,381+67.7% |
| Participant deferral / active EE | $10,621 | $5,240+102.7% | $6,426+65.3% | $3,470+206.1% |
| Admin fee / account holder | $6,815 | $5,519+23.5% | $9,284-26.6% | $4,888+39.4% |