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 | $38,133 | $95,971-60.3% | $74,550-48.8% | $135,375-71.8% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -9.64% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,730 | $2,716-36.3% | $1,961-11.8% | $4,779-63.8% |
| Participant deferral / active EE | $4,853 | $3,843+26.3% | $3,108+56.1% | $5,609-13.5% |
| Admin fee / account holder | $1,401 | $6,522-78.5% | $5,060-72.3% | $10,827-87.1% |