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 | $23,934 | $211,958-88.7% | $169,463-85.9% | $135,375-82.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -10.25% | 3.26%-13.5pp | 1.83%-12.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,000 | $5,120-80.5% | $4,159-76.0% | $4,779-79.1% |
| Participant deferral / active EE | $1,500 | $6,075-75.3% | $5,277-71.6% | $5,609-73.3% |
| Admin fee / account holder | $412 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |