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 | $96,325 | $152,509-36.8% | $117,472-18.0% | $134,475-28.4% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -22.27% | 52.99%-75.3pp | 29.74%-52.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $462 | $5,571-91.7% | $4,176-88.9% | $4,740-90.2% |
| Participant deferral / active EE | $2,939 | $4,818-39.0% | $4,070-27.8% | $6,400-54.1% |
| Admin fee / account holder | $514 | $7,004-92.7% | $5,645-90.9% | $11,426-95.5% |