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 | $19,107 | $43,723-56.3% | $121,196-84.2% | $64,186-70.2% |
| Participation rate | 93.2% | 58.3%+34.9pp | 71.7%+21.4pp | 69.6%+23.6pp |
| Annual return | -8.23% | 68.91%-77.1pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,239 | $1,296-4.4% | $4,022-69.2% | $2,381-48.0% |
| Participant deferral / active EE | $1,350 | $2,280-40.8% | $3,344-59.6% | $3,470-61.1% |
| Admin fee / account holder | $798 | $3,501-77.2% | $5,019-84.1% | $4,888-83.7% |