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 | $41,651 | $93,024-55.2% | $77,024-45.9% | $134,475-69.0% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -21.49% | 62.60%-84.1pp | 42.32%-63.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,501 | $3,418-26.8% | $2,812-11.1% | $4,740-47.2% |
| Participant deferral / active EE | $3,696 | $5,238-29.4% | $4,426-16.5% | $6,400-42.2% |
| Admin fee / account holder | $844 | $6,944-87.8% | $5,425-84.4% | $11,426-92.6% |