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 | $84,568 | $82,630+2.3% | $64,105+31.9% | $125,391-32.6% |
| Participation rate | 81.8% | 75.9%+6.0pp | 68.2%+13.6pp | 83.2%-1.4pp |
| Annual return | -5.02% | 1489.72%-1494.7pp | 791.24%-796.3pp | 282.22%-287.2pp |
| Employer contribution / active EE | $909 | $2,671-66.0% | $1,820-50.0% | $4,866-81.3% |
| Participant deferral / active EE | $8,010 | $3,608+122.0% | $2,822+183.9% | $5,352+49.7% |
| Admin fee / account holder | $4,300 | $6,382-32.6% | $4,499-4.4% | $9,540-54.9% |