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 | $87,671 | $115,770-24.3% | $101,248-13.4% | $158,922-44.8% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | -11.75% | 56.14%-67.9pp | 46.47%-58.2pp | 302.83%-314.6pp |
| Employer contribution / active EE | $1,139 | $4,175-72.7% | $3,660-68.9% | $4,761-76.1% |
| Participant deferral / active EE | $2,821 | $4,957-43.1% | $4,370-35.5% | $5,982-52.8% |
| Admin fee / account holder | $2,278 | $7,245-68.6% | $5,945-61.7% | $11,246-79.7% |