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 | $33,607 | $77,813-56.8% | $123,544-72.8% | $64,186-47.6% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -13.43% | 12.48%-25.9pp | 119.20%-132.6pp | 7.63%-21.1pp |
| Employer contribution / active EE | $2,319 | $3,014-23.0% | $4,628-49.9% | $2,381-2.6% |
| Participant deferral / active EE | $4,810 | $5,240-8.2% | $6,426-25.1% | $3,470+38.6% |
| Admin fee / account holder | $2,077 | $5,519-62.4% | $9,284-77.6% | $4,888-57.5% |