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 | $27,470 | $99,032-72.3% | $80,019-65.7% | $135,375-79.7% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -9.39% | 15.39%-24.8pp | 11.22%-20.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,943 | $3,043-3.3% | $2,468+19.3% | $4,779-38.4% |
| Participant deferral / active EE | $5,236 | $4,282+22.3% | $3,686+42.1% | $5,609-6.6% |
| Admin fee / account holder | $2,744 | $10,436-73.7% | $6,521-57.9% | $10,827-74.7% |