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 | $76,522 | $133,958-42.9% | $112,228-31.8% | $134,475-43.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.20% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,978 | $4,038-51.0% | $3,635-45.6% | $4,740-58.3% |
| Participant deferral / active EE | $10,659 | $5,291+101.5% | $4,728+125.4% | $6,400+66.6% |
| Admin fee / account holder | $1,864 | $7,489-75.1% | $6,410-70.9% | $11,426-83.7% |