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 | $75,104 | $88,594-15.2% | $70,092+7.2% | $134,475-44.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | -22.79% | 442.67%-465.5pp | 190.73%-213.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,330 | $3,233-27.9% | $2,559-8.9% | $4,740-50.8% |
| Participant deferral / active EE | $1,277 | $4,772-73.2% | $3,849-66.8% | $6,400-80.0% |
| Admin fee / account holder | $971 | $10,441-90.7% | $6,267-84.5% | $11,426-91.5% |