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 | $41,268 | $95,862-57.0% | $79,550-48.1% | $134,475-69.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -22.74% | -2.69%-20.1pp | 0.16%-22.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,733 | $3,128-44.6% | $2,413-28.2% | $4,740-63.4% |
| Participant deferral / active EE | $2,643 | $4,693-43.7% | $3,985-33.7% | $6,400-58.7% |
| Admin fee / account holder | $340 | $9,126-96.3% | $6,832-95.0% | $11,426-97.0% |