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 | $28,225 | $190,805-85.2% | $159,960-82.4% | $134,475-79.0% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -20.61% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,381 | $4,995-72.4% | $4,226-67.3% | $4,740-70.9% |
| Participant deferral / active EE | $2,762 | $6,923-60.1% | $6,182-55.3% | $6,400-56.8% |
| Admin fee / account holder | $6,895 | $10,471-34.2% | $8,698-20.7% | $11,426-39.7% |