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 | $30,624 | $138,065-77.8% | $123,544-75.2% | $135,375-77.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -10.97% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,812 | $5,151-64.8% | $4,628-60.8% | $4,779-62.1% |
| Participant deferral / active EE | $9,706 | $6,799+42.8% | $6,426+51.1% | $5,609+73.1% |
| Admin fee / account holder | $2,425 | $10,916-77.8% | $9,284-73.9% | $10,827-77.6% |