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 7-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 | $123,593 | $99,640+24.0% | $86,436+43.0% | $134,475-8.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -21.15% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,525 | $4,400-65.3% | $3,769-59.5% | $4,740-67.8% |
| Participant deferral / active EE | $4,487 | $7,246-38.1% | $6,952-35.5% | $6,400-29.9% |
| Admin fee / account holder | $910 | $8,371-89.1% | $6,731-86.5% | $11,426-92.0% |