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 | $21,820 | $87,540-75.1% | $75,781-71.2% | $125,391-82.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -7.67% | 13.48%-21.2pp | 9.68%-17.4pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,892 | $3,930-51.8% | $3,323-43.1% | $4,866-61.1% |
| Participant deferral / active EE | $1,892 | $4,229-55.3% | $3,651-48.2% | $5,352-64.6% |
| Admin fee / account holder | $4,498 | $6,502-30.8% | $5,299-15.1% | $9,540-52.9% |