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 | $111,076 | $54,350+104.4% | $82,719+34.3% | $68,494+62.2% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -26.61% | -13.67%-12.9pp | 701.18%-727.8pp | -7.84%-18.8pp |
| Employer contribution / active EE | $1,284 | $2,218-42.1% | $3,009-57.3% | $2,596-50.5% |
| Participant deferral / active EE | $3,192 | $3,246-1.7% | $4,395-27.4% | $4,027-20.7% |
| Admin fee / account holder | $4,227 | $4,395-3.8% | $5,329-20.7% | $5,403-21.8% |