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 | $18,621 | $87,540-78.7% | $75,781-75.4% | $125,391-85.1% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -5.40% | 13.48%-18.9pp | 9.68%-15.1pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,347 | $3,930-65.7% | $3,323-59.5% | $4,866-72.3% |
| Participant deferral / active EE | $4,165 | $4,229-1.5% | $3,651+14.1% | $5,352-22.2% |
| Admin fee / account holder | $589 | $6,502-90.9% | $5,299-88.9% | $9,540-93.8% |