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 | $82,418 | $152,509-46.0% | $117,472-29.8% | $134,475-38.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.59% | 52.99%-75.6pp | 29.74%-52.3pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,382 | $5,571-57.2% | $4,176-43.0% | $4,740-49.8% |
| Participant deferral / active EE | $3,774 | $4,818-21.7% | $4,070-7.3% | $6,400-41.0% |
| Admin fee / account holder | $2,548 | $7,004-63.6% | $5,645-54.9% | $11,426-77.7% |