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 | $26,589 | $211,958-87.5% | $169,463-84.3% | $135,375-80.4% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -9.95% | 3.26%-13.2pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $8,191 | $5,120+60.0% | $4,159+96.9% | $4,779+71.4% |
| Participant deferral / active EE | $5,705 | $6,075-6.1% | $5,277+8.1% | $5,609+1.7% |
| Admin fee / account holder | $522 | $11,471-95.4% | $9,109-94.3% | $10,827-95.2% |