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 | $25,862 | $77,899-66.8% | $149,673-82.7% | $75,163-65.6% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | -7.05% | 31.72%-38.8pp | 134.42%-141.5pp | 160.62%-167.7pp |
| Employer contribution / active EE | $1,617 | $3,137-48.5% | $4,818-66.4% | $2,670-39.4% |
| Participant deferral / active EE | $2,996 | $3,411-12.2% | $5,680-47.3% | $4,125-27.4% |
| Admin fee / account holder | $2,383 | $5,956-60.0% | $13,210-82.0% | $5,651-57.8% |