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 | $26,678 | $92,222-71.1% | $76,768-65.2% | $135,375-80.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -19.22% | 5.46%-24.7pp | 2.43%-21.6pp | 519.73%-538.9pp |
| Employer contribution / active EE | $1,486 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $7,574 | $4,509+68.0% | $3,852+96.7% | $5,609+35.0% |
| Admin fee / account holder | $3,374 | $10,748-68.6% | $6,675-49.4% | $10,827-68.8% |