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 8-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 | $61,142 | $93,024-34.3% | $77,024-20.6% | $134,475-54.5% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -25.68% | 62.60%-88.3pp | 42.32%-68.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,197 | $3,418-35.7% | $2,812-21.9% | $4,740-53.7% |
| Participant deferral / active EE | $5,713 | $5,238+9.1% | $4,426+29.1% | $6,400-10.7% |
| Admin fee / account holder | $434 | $6,944-93.7% | $5,425-92.0% | $11,426-96.2% |