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 | $91,170 | $133,958-31.9% | $112,228-18.8% | $134,475-32.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -24.17% | 47.11%-71.3pp | 27.45%-51.6pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,184 | $4,038-21.2% | $3,635-12.4% | $4,740-32.8% |
| Participant deferral / active EE | $4,975 | $5,291-6.0% | $4,728+5.2% | $6,400-22.3% |
| Admin fee / account holder | $62,603 | $7,489+736.0% | $6,410+876.6% | $11,426+447.9% |