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 | $75,623 | $152,509-50.4% | $117,472-35.6% | $134,475-43.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.78% | 52.99%-74.8pp | 29.74%-51.5pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,930 | $5,571-47.4% | $4,176-29.8% | $4,740-38.2% |
| Participant deferral / active EE | $8,999 | $4,818+86.8% | $4,070+121.1% | $6,400+40.6% |
| Admin fee / account holder | $1,532 | $7,004-78.1% | $5,645-72.9% | $11,426-86.6% |