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 | $102,414 | $152,509-32.8% | $117,472-12.8% | $134,475-23.8% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -22.08% | 52.99%-75.1pp | 29.74%-51.8pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,281 | $5,571-41.1% | $4,176-21.4% | $4,740-30.8% |
| Participant deferral / active EE | $8,556 | $4,818+77.6% | $4,070+110.2% | $6,400+33.7% |
| Admin fee / account holder | $16,470 | $7,004+135.2% | $5,645+191.8% | $11,426+44.1% |