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 | $36,906 | $88,594-58.3% | $70,092-47.3% | $134,475-72.6% |
| Participation rate | 76.9% | 74.9%+2.0pp | 70.5%+6.4pp | 81.2%-4.3pp |
| Annual return | -21.52% | 442.67%-464.2pp | 190.73%-212.3pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,572 | $3,233-51.4% | $2,559-38.6% | $4,740-66.8% |
| Participant deferral / active EE | $6,370 | $4,772+33.5% | $3,849+65.5% | $6,400-0.5% |
| Admin fee / account holder | $2,354 | $10,441-77.5% | $6,267-62.4% | $11,426-79.4% |