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 | $22,474 | $91,190-75.4% | $178,490-87.4% | $79,858-71.9% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.4pp |
| Annual return | -8.07% | 24.19%-32.3pp | 151.07%-159.1pp | 31.71%-39.8pp |
| Employer contribution / active EE | $2,293 | $3,256-29.6% | $5,011-54.2% | $2,471-7.2% |
| Participant deferral / active EE | $3,788 | $3,236+17.0% | $5,202-27.2% | $3,740+1.3% |
| Admin fee / account holder | $2,530 | $6,751-62.5% | $13,984-81.9% | $5,306-52.3% |