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 | $22,674 | $138,065-83.6% | $123,544-81.6% | $135,375-83.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -27.01% | 153.68%-180.7pp | 119.20%-146.2pp | 519.73%-546.7pp |
| Employer contribution / active EE | $1,101 | $5,151-78.6% | $4,628-76.2% | $4,779-77.0% |
| Participant deferral / active EE | $5,158 | $6,799-24.1% | $6,426-19.7% | $5,609-8.0% |
| Admin fee / account holder | $4,545 | $10,916-58.4% | $9,284-51.0% | $10,827-58.0% |