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 | $15,387 | $76,000-79.8% | $154,107-90.0% | $64,186-76.0% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -10.22% | 30.32%-40.5pp | 735.12%-745.3pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,838 | $3,351-45.2% | $5,298-65.3% | $2,381-22.8% |
| Participant deferral / active EE | $4,882 | $3,175+53.8% | $5,081-3.9% | $3,470+40.7% |
| Admin fee / account holder | $1,181 | $5,596-78.9% | $13,411-91.2% | $4,888-75.8% |