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 | $31,474 | $95,971-67.2% | $74,550-57.8% | $135,375-76.8% |
| Participation rate | 87.0% | 75.7%+11.3pp | 69.1%+17.8pp | 82.6%+4.3pp |
| Annual return | -9.71% | 56.96%-66.7pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,080 | $2,716-60.3% | $1,961-44.9% | $4,779-77.4% |
| Participant deferral / active EE | $2,684 | $3,843-30.2% | $3,108-13.6% | $5,609-52.1% |
| Admin fee / account holder | $720 | $6,522-89.0% | $5,060-85.8% | $10,827-93.3% |