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 | $20,489 | $77,813-73.7% | $123,544-83.4% | $64,186-68.1% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -11.28% | 12.48%-23.8pp | 119.20%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,581 | $3,014-14.4% | $4,628-44.2% | $2,381+8.4% |
| Participant deferral / active EE | $4,316 | $5,240-17.6% | $6,426-32.8% | $3,470+24.4% |
| Admin fee / account holder | $802 | $5,519-85.5% | $9,284-91.4% | $4,888-83.6% |