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 | $35,950 | $115,770-68.9% | $101,248-64.5% | $158,922-77.4% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | -11.60% | 56.14%-67.7pp | 46.47%-58.1pp | 302.83%-314.4pp |
| Employer contribution / active EE | $1,250 | $4,175-70.1% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $3,844 | $4,957-22.5% | $4,370-12.0% | $5,982-35.7% |
| Admin fee / account holder | $734 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |