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 | $22,198 | $57,354-61.3% | $83,848-73.5% | $64,186-65.4% |
| Participation rate | 74.4% | 68.6%+5.8pp | 76.1%-1.7pp | 69.6%+4.9pp |
| Annual return | -9.39% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,719 | $2,545-32.5% | $3,631-52.7% | $2,381-27.8% |
| Participant deferral / active EE | $3,206 | $2,993+7.1% | $4,082-21.5% | $3,470-7.6% |
| Admin fee / account holder | $1,830 | $4,046-54.8% | $5,478-66.6% | $4,888-62.6% |