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 | $31,401 | $97,044-67.6% | $83,333-62.3% | $135,375-76.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -18.30% | 12.31%-30.6pp | 10.63%-28.9pp | 519.73%-538.0pp |
| Employer contribution / active EE | $2,210 | $4,143-46.6% | $3,379-34.6% | $4,779-53.7% |
| Participant deferral / active EE | $2,848 | $5,964-52.3% | $5,565-48.8% | $5,609-49.2% |
| Admin fee / account holder | $1,889 | $8,380-77.5% | $7,510-74.8% | $10,827-82.6% |