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 | $20,175 | $197,825-89.8% | $155,790-87.1% | $125,391-83.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -4.69% | 86.74%-91.4pp | 71.54%-76.2pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,397 | $4,847-50.6% | $3,836-37.5% | $4,866-50.7% |
| Participant deferral / active EE | $3,858 | $5,630-31.5% | $4,797-19.6% | $5,352-27.9% |
| Admin fee / account holder | $1,974 | $9,545-79.3% | $7,478-73.6% | $9,540-79.3% |