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 | $34,768 | $95,971-63.8% | $74,550-53.4% | $135,375-74.3% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -12.71% | 56.96%-69.7pp | 32.53%-45.2pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,333 | $2,716-50.9% | $1,961-32.0% | $4,779-72.1% |
| Participant deferral / active EE | $3,120 | $3,843-18.8% | $3,108+0.4% | $5,609-44.4% |
| Admin fee / account holder | $451 | $6,522-93.1% | $5,060-91.1% | $10,827-95.8% |