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 | $81,569 | $67,331+21.1% | $60,874+34.0% | $134,475-39.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.41% | 49.93%-71.3pp | 16.90%-38.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,097 | $3,096+32.3% | $2,701+51.7% | $4,740-13.6% |
| Participant deferral / active EE | $8,619 | $4,538+89.9% | $3,817+125.8% | $6,400+34.7% |
| Admin fee / account holder | $597 | $4,582-87.0% | $3,224-81.5% | $11,426-94.8% |