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 | $84,699 | $133,958-36.8% | $112,228-24.5% | $134,475-37.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -20.64% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,948 | $4,038-51.8% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $5,014 | $5,291-5.2% | $4,728+6.0% | $6,400-21.7% |
| Admin fee / account holder | $3,410 | $7,489-54.5% | $6,410-46.8% | $11,426-70.2% |