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 | $57,526 | $95,971-40.1% | $74,550-22.8% | $135,375-57.5% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -85.53% | 56.96%-142.5pp | 32.53%-118.1pp | 519.73%-605.3pp |
| Employer contribution / active EE | $1,768 | $2,716-34.9% | $1,961-9.8% | $4,779-63.0% |
| Participant deferral / active EE | $3,276 | $3,843-14.8% | $3,108+5.4% | $5,609-41.6% |
| Admin fee / account holder | $11,627 | $6,522+78.3% | $5,060+129.8% | $10,827+7.4% |