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 | $21,843 | $95,971-77.2% | $74,550-70.7% | $135,375-83.9% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -13.36% | 56.96%-70.3pp | 32.53%-45.9pp | 519.73%-533.1pp |
| Employer contribution / active EE | $674 | $2,716-75.2% | $1,961-65.6% | $4,779-85.9% |
| Participant deferral / active EE | $936 | $3,843-75.7% | $3,108-69.9% | $5,609-83.3% |
| Admin fee / account holder | $675 | $6,522-89.6% | $5,060-86.7% | $10,827-93.8% |