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 | $90,137 | $117,983-23.6% | $101,794-11.5% | $142,382-36.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | -26.97% | 36.92%-63.9pp | 30.53%-57.5pp | 217.08%-244.0pp |
| Employer contribution / active EE | $715 | $2,773-74.2% | $2,289-68.8% | $4,299-83.4% |
| Participant deferral / active EE | $16,578 | $4,714+251.7% | $4,084+305.9% | $6,507+154.8% |
| Admin fee / account holder | $54,038 | $10,433+417.9% | $8,777+515.7% | $12,624+328.1% |