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 | $19,369 | $110,257-82.4% | $96,544-79.9% | $139,434-86.1% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | -7.43% | 26.32%-33.7pp | 25.84%-33.3pp | 372.94%-380.4pp |
| Employer contribution / active EE | $2,250 | $3,620-37.8% | $2,965-24.1% | $4,751-52.6% |
| Participant deferral / active EE | $2,763 | $5,548-50.2% | $4,851-43.0% | $6,710-58.8% |
| Admin fee / account holder | $326 | $11,591-97.2% | $8,252-96.1% | $11,403-97.1% |