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 | $114,695 | $93,024+23.3% | $77,024+48.9% | $134,475-14.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -23.16% | 62.60%-85.8pp | 42.32%-65.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,442 | $3,418-28.6% | $2,812-13.2% | $4,740-48.5% |
| Participant deferral / active EE | $6,701 | $5,238+27.9% | $4,426+51.4% | $6,400+4.7% |
| Admin fee / account holder | $1,383 | $6,944-80.1% | $5,425-74.5% | $11,426-87.9% |