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 | $75,661 | $95,971-21.2% | $74,550+1.5% | $135,375-44.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.21% | 56.96%-67.2pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,020 | $2,716-25.6% | $1,961+3.0% | $4,779-57.7% |
| Participant deferral / active EE | $6,445 | $3,843+67.7% | $3,108+107.4% | $5,609+14.9% |
| Admin fee / account holder | $394 | $6,522-94.0% | $5,060-92.2% | $10,827-96.4% |