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 | $98,531 | $133,958-26.4% | $112,228-12.2% | $134,475-26.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.76% | 47.11%-70.9pp | 27.45%-51.2pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,015 | $4,038-50.1% | $3,635-44.6% | $4,740-57.5% |
| Participant deferral / active EE | $4,439 | $5,291-16.1% | $4,728-6.1% | $6,400-30.6% |
| Admin fee / account holder | $16,067 | $7,489+114.5% | $6,410+150.6% | $11,426+40.6% |