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 | $23,956 | $107,934-77.8% | $91,989-74.0% | $152,861-84.3% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | -1.75% | 89.24%-91.0pp | 69.02%-70.8pp | 345.32%-347.1pp |
| Employer contribution / active EE | $2,613 | $4,210-37.9% | $3,452-24.3% | $4,762-45.1% |
| Participant deferral / active EE | $3,515 | $6,364-44.8% | $5,923-40.7% | $5,850-39.9% |
| Admin fee / account holder | $2,035 | $10,520-80.7% | $7,743-73.7% | $11,596-82.5% |