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 | $27,465 | $54,350-49.5% | $82,719-66.8% | $68,494-59.9% |
| Participation rate | 71.7% | 63.9%+7.8pp | 72.6%-0.9pp | 67.9%+3.8pp |
| Annual return | -20.09% | -13.67%-6.4pp | 701.18%-721.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,216 | $2,218-45.2% | $3,009-59.6% | $2,596-53.2% |
| Participant deferral / active EE | $2,451 | $3,246-24.5% | $4,395-44.2% | $4,027-39.1% |
| Admin fee / account holder | $2,128 | $4,395-51.6% | $5,329-60.1% | $5,403-60.6% |