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 | $46,148 | $95,971-51.9% | $74,550-38.1% | $135,375-65.9% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -10.34% | 56.96%-67.3pp | 32.53%-42.9pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,439 | $2,716-10.2% | $1,961+24.4% | $4,779-49.0% |
| Participant deferral / active EE | $3,420 | $3,843-11.0% | $3,108+10.0% | $5,609-39.0% |
| Admin fee / account holder | $378 | $6,522-94.2% | $5,060-92.5% | $10,827-96.5% |