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 | $20,721 | $96,635-78.6% | $86,612-76.1% | $139,434-85.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | -1.41% | 106.41%-107.8pp | 591.07%-592.5pp | 372.94%-374.3pp |
| Employer contribution / active EE | $4,432 | $3,263+35.8% | $3,022+46.6% | $4,751-6.7% |
| Participant deferral / active EE | $1,812 | $4,836-62.5% | $4,438-59.2% | $6,710-73.0% |
| Admin fee / account holder | $3,816 | $6,408-40.5% | $5,614-32.0% | $11,403-66.5% |