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 | $24,101 | $138,065-82.5% | $123,544-80.5% | $135,375-82.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -12.51% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,640 | $5,151-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $5,978 | $6,799-12.1% | $6,426-7.0% | $5,609+6.6% |
| Admin fee / account holder | $2,012 | $10,916-81.6% | $9,284-78.3% | $10,827-81.4% |