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 | $77,395 | $138,044-43.9% | $125,339-38.3% | $134,475-42.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -25.80% | 750.33%-776.1pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,400 | $5,243-73.3% | $4,814-70.9% | $4,740-70.5% |
| Participant deferral / active EE | $6,580 | $7,799-15.6% | $7,446-11.6% | $6,400+2.8% |
| Admin fee / account holder | $3,922 | $11,571-66.1% | $10,010-60.8% | $11,426-65.7% |