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 | $110,993 | $92,703+19.7% | $82,719+34.2% | $134,475-17.5% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -22.54% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,168 | $3,274-64.3% | $3,009-61.2% | $4,740-75.4% |
| Participant deferral / active EE | $7,444 | $4,802+55.0% | $4,395+69.4% | $6,400+16.3% |
| Admin fee / account holder | $3,965 | $5,983-33.7% | $5,329-25.6% | $11,426-65.3% |