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 | $27,408 | $92,222-70.3% | $76,768-64.3% | $135,375-79.8% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -11.59% | 5.46%-17.0pp | 2.43%-14.0pp | 519.73%-531.3pp |
| Employer contribution / active EE | $839 | $3,216-73.9% | $2,485-66.3% | $4,779-82.5% |
| Participant deferral / active EE | $7,944 | $4,509+76.2% | $3,852+106.2% | $5,609+41.6% |
| Admin fee / account holder | $886 | $10,748-91.8% | $6,675-86.7% | $10,827-91.8% |