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 | $61,860 | $67,331-8.1% | $60,874+1.6% | $134,475-54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.53% | 49.93%-73.5pp | 16.90%-40.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,536 | $3,096+46.5% | $2,701+67.9% | $4,740-4.3% |
| Participant deferral / active EE | $5,477 | $4,538+20.7% | $3,817+43.5% | $6,400-14.4% |
| Admin fee / account holder | $379 | $4,582-91.7% | $3,224-88.2% | $11,426-96.7% |