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 | $55,426 | $95,971-42.2% | $74,550-25.7% | $135,375-59.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.80% | 56.96%-67.8pp | 32.53%-43.3pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,098 | $2,716-59.6% | $1,961-44.0% | $4,779-77.0% |
| Participant deferral / active EE | $4,646 | $3,843+20.9% | $3,108+49.5% | $5,609-17.2% |
| Admin fee / account holder | $516 | $6,522-92.1% | $5,060-89.8% | $10,827-95.2% |