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 | $40,565 | $93,024-56.4% | $77,024-47.3% | $134,475-69.8% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -31.12% | 62.60%-93.7pp | 42.32%-73.4pp | 417.96%-449.1pp |
| Employer contribution / active EE | $1,763 | $3,418-48.4% | $2,812-37.3% | $4,740-62.8% |
| Participant deferral / active EE | $4,647 | $5,238-11.3% | $4,426+5.0% | $6,400-27.4% |
| Admin fee / account holder | $338 | $6,944-95.1% | $5,425-93.8% | $11,426-97.0% |