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 | $26,913 | $133,958-79.9% | $112,228-76.0% | $134,475-80.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -31.20% | 47.11%-78.3pp | 27.45%-58.7pp | 417.96%-449.2pp |
| Employer contribution / active EE | $2,220 | $4,038-45.0% | $3,635-38.9% | $4,740-53.2% |
| Participant deferral / active EE | $6,533 | $5,291+23.5% | $4,728+38.2% | $6,400+2.1% |
| Admin fee / account holder | $8,080 | $7,489+7.9% | $6,410+26.0% | $11,426-29.3% |