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 | $94,280 | $176,377-46.5% | $134,143-29.7% | $158,922-40.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -7.49% | 63.63%-71.1pp | 36.33%-43.8pp | 302.83%-310.3pp |
| Employer contribution / active EE | $1,490 | $5,040-70.4% | $3,704-59.8% | $4,761-68.7% |
| Participant deferral / active EE | $5,114 | $4,091+25.0% | $3,499+46.2% | $5,982-14.5% |
| Admin fee / account holder | $3,993 | $8,718-54.2% | $6,684-40.3% | $11,246-64.5% |