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 9-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 | $79,996 | $93,024-14.0% | $77,024+3.9% | $134,475-40.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -26.86% | 62.60%-89.5pp | 42.32%-69.2pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,332 | $3,418-31.8% | $2,812-17.1% | $4,740-50.8% |
| Participant deferral / active EE | $5,570 | $5,238+6.3% | $4,426+25.8% | $6,400-13.0% |
| Admin fee / account holder | $1,712 | $6,944-75.3% | $5,425-68.4% | $11,426-85.0% |