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 | $70,799 | $60,124+17.8% | $90,404-21.7% | $79,858-11.3% |
| Participation rate | 73.7% | 65.0%+8.7pp | 72.7%+1.0pp | 69.6%+4.1pp |
| Annual return | -23.52% | 71.94%-95.5pp | 1293.02%-1316.5pp | 31.71%-55.2pp |
| Employer contribution / active EE | $1,388 | $2,068-32.9% | $3,262-57.5% | $2,471-43.8% |
| Participant deferral / active EE | $2,461 | $2,938-16.2% | $3,963-37.9% | $3,740-34.2% |
| Admin fee / account holder | $5,065 | $3,976+27.4% | $5,611-9.7% | $5,306-4.5% |