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 | $25,352 | $49,177-48.4% | $79,464-68.1% | $64,186-60.5% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.6%+26.0pp |
| Annual return | -19.83% | -1.16%-18.7pp | 718.14%-738.0pp | 7.63%-27.5pp |
| Employer contribution / active EE | $1,490 | $2,076-28.3% | $2,800-46.8% | $2,381-37.4% |
| Participant deferral / active EE | $3,154 | $2,821+11.8% | $3,704-14.9% | $3,470-9.1% |
| Admin fee / account holder | $442 | $3,839-88.5% | $5,113-91.4% | $4,888-91.0% |