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 | $22,709 | $105,860-78.5% | $90,749-75.0% | $134,475-83.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -23.57% | -11.01%-12.6pp | -12.16%-11.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,283 | $3,462-34.1% | $2,921-21.9% | $4,740-51.8% |
| Participant deferral / active EE | $2,548 | $5,216-51.1% | $4,564-44.2% | $6,400-60.2% |
| Admin fee / account holder | $2,305 | $13,938-83.5% | $8,445-72.7% | $11,426-79.8% |