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 | $24,062 | $89,355-73.1% | $141,162-83.0% | $72,985-67.0% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | -18.09% | 111.85%-129.9pp | 71.39%-89.5pp | 81.00%-99.1pp |
| Employer contribution / active EE | $1,382 | $3,114-55.6% | $4,735-70.8% | $2,440-43.3% |
| Participant deferral / active EE | $8,150 | $5,418+50.4% | $6,709+21.5% | $3,607+125.9% |
| Admin fee / account holder | $3,204 | $5,958-46.2% | $10,261-68.8% | $5,124-37.5% |