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 | $99,245 | $133,958-25.9% | $112,228-11.6% | $134,475-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.64% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,116 | $4,038-72.4% | $3,635-69.3% | $4,740-76.4% |
| Participant deferral / active EE | $20,503 | $5,291+287.5% | $4,728+333.7% | $6,400+220.4% |
| Admin fee / account holder | $3,755 | $7,489-49.9% | $6,410-41.4% | $11,426-67.1% |