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 | $59,985 | $100,754-40.5% | $86,677-30.8% | $134,475-55.4% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -21.16% | 29.04%-50.2pp | 35.91%-57.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,254 | $3,489-35.4% | $2,836-20.5% | $4,740-52.5% |
| Participant deferral / active EE | $4,630 | $5,338-13.3% | $4,656-0.6% | $6,400-27.7% |
| Admin fee / account holder | $3,271 | $10,926-70.1% | $7,493-56.3% | $11,426-71.4% |