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 | $60,571 | $112,096-46.0% | $95,952-36.9% | $158,922-61.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -9.00% | 171.09%-180.1pp | 91.61%-100.6pp | 302.83%-311.8pp |
| Employer contribution / active EE | $2,321 | $3,198-27.4% | $2,541-8.7% | $4,761-51.2% |
| Participant deferral / active EE | $4,562 | $4,784-4.6% | $4,167+9.5% | $5,982-23.7% |
| Admin fee / account holder | $1,475 | $10,130-85.4% | $6,795-78.3% | $11,246-86.9% |