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 | $26,416 | $154,117-82.9% | $129,995-79.7% | $139,434-81.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 6.27% | 32.48%-26.2pp | -137.18%+143.4pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,525 | $5,289-52.3% | $4,320-41.5% | $4,751-46.9% |
| Participant deferral / active EE | $2,175 | $6,710-67.6% | $5,820-62.6% | $6,710-67.6% |
| Admin fee / account holder | $1,157 | $14,007-91.7% | $10,614-89.1% | $11,403-89.9% |