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 | $39,546 | $100,754-60.7% | $86,677-54.4% | $134,475-70.6% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -23.98% | 29.04%-53.0pp | 35.91%-59.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,527 | $3,489-56.2% | $2,836-46.2% | $4,740-67.8% |
| Participant deferral / active EE | $2,560 | $5,338-52.0% | $4,656-45.0% | $6,400-60.0% |
| Admin fee / account holder | $2,183 | $10,926-80.0% | $7,493-70.9% | $11,426-80.9% |