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 | $24,416 | $95,971-74.6% | $74,550-67.2% | $135,375-82.0% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -11.10% | 56.96%-68.1pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,079 | $2,716+13.3% | $1,961+57.0% | $4,779-35.6% |
| Participant deferral / active EE | $5,496 | $3,843+43.0% | $3,108+76.8% | $5,609-2.0% |
| Admin fee / account holder | $1,757 | $6,522-73.1% | $5,060-65.3% | $10,827-83.8% |