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 | $19,308 | $97,044-80.1% | $83,333-76.8% | $135,375-85.7% |
| Participation rate | 95.2% | 80.4%+14.8pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -11.39% | 12.31%-23.7pp | 10.63%-22.0pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,255 | $4,143-45.6% | $3,379-33.3% | $4,779-52.8% |
| Participant deferral / active EE | $5,812 | $5,964-2.6% | $5,565+4.4% | $5,609+3.6% |
| Admin fee / account holder | $399 | $8,380-95.2% | $7,510-94.7% | $10,827-96.3% |