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 | $84,017 | $138,065-39.1% | $123,544-32.0% | $135,375-37.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -12.16% | 153.68%-165.8pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,169 | $5,151-77.3% | $4,628-74.7% | $4,779-75.5% |
| Participant deferral / active EE | $8,193 | $6,799+20.5% | $6,426+27.5% | $5,609+46.1% |
| Admin fee / account holder | $965 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |