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 | $138,883 | $92,703+49.8% | $82,719+67.9% | $134,475+3.3% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -22.55% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,212 | $3,274-32.4% | $3,009-26.5% | $4,740-53.3% |
| Participant deferral / active EE | $3,627 | $4,802-24.5% | $4,395-17.5% | $6,400-43.3% |
| Admin fee / account holder | $1,263 | $5,983-78.9% | $5,329-76.3% | $11,426-88.9% |