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 9-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 | $65,352 | $133,958-51.2% | $112,228-41.8% | $134,475-51.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -21.62% | 47.11%-68.7pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,591 | $4,038-35.8% | $3,635-28.7% | $4,740-45.3% |
| Participant deferral / active EE | $10,926 | $5,291+106.5% | $4,728+131.1% | $6,400+70.7% |
| Admin fee / account holder | $1,638 | $7,489-78.1% | $6,410-74.4% | $11,426-85.7% |