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 | $35,097 | $100,754-65.2% | $86,677-59.5% | $134,475-73.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.53% | 29.04%-49.6pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,400 | $3,489-31.2% | $2,836-15.4% | $4,740-49.4% |
| Participant deferral / active EE | $5,772 | $5,338+8.1% | $4,656+24.0% | $6,400-9.8% |
| Admin fee / account holder | $640 | $10,926-94.1% | $7,493-91.5% | $11,426-94.4% |