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 | $83,066 | $95,971-13.4% | $74,550+11.4% | $135,375-38.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.89% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,121 | $2,716+51.7% | $1,961+110.2% | $4,779-13.8% |
| Participant deferral / active EE | $6,662 | $3,843+73.3% | $3,108+114.3% | $5,609+18.8% |
| Admin fee / account holder | $1,985 | $6,522-69.6% | $5,060-60.8% | $10,827-81.7% |