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 | $22,959 | $100,754-77.2% | $86,677-73.5% | $134,475-82.9% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -23.93% | 29.04%-53.0pp | 35.91%-59.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,209 | $3,489-36.7% | $2,836-22.1% | $4,740-53.4% |
| Participant deferral / active EE | $4,807 | $5,338-10.0% | $4,656+3.2% | $6,400-24.9% |
| Admin fee / account holder | $333 | $10,926-97.0% | $7,493-95.6% | $11,426-97.1% |