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 | $39,349 | $127,100-69.0% | $105,738-62.8% | $135,375-70.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -8.68% | 4.49%-13.2pp | 6.27%-14.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,690 | $4,107-58.8% | $3,268-48.3% | $4,779-64.6% |
| Participant deferral / active EE | $3,089 | $5,064-39.0% | $4,080-24.3% | $5,609-44.9% |
| Admin fee / account holder | $2,909 | $9,087-68.0% | $6,913-57.9% | $10,827-73.1% |