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 | $9,958 | $90,600-89.0% | $79,464-87.5% | $135,375-92.6% |
| Participation rate | 81.0% | 76.0%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -12.14% | 977.43%-989.6pp | 718.14%-730.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,763 | $3,068-42.5% | $2,800-37.0% | $4,779-63.1% |
| Participant deferral / active EE | $2,180 | $4,050-46.2% | $3,704-41.1% | $5,609-61.1% |
| Admin fee / account holder | $1,382 | $5,907-76.6% | $5,113-73.0% | $10,827-87.2% |