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 | $20,973 | $112,881-81.4% | $90,951-76.9% | $158,922-86.8% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | -3.56% | 215.79%-219.4pp | 134.60%-138.2pp | 302.83%-306.4pp |
| Employer contribution / active EE | $1,298 | $2,893-55.1% | $2,122-38.8% | $4,761-72.7% |
| Participant deferral / active EE | $2,789 | $4,128-32.4% | $3,373-17.3% | $5,982-53.4% |
| Admin fee / account holder | $33,501 | $8,041+316.6% | $5,959+462.2% | $11,246+197.9% |