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 | $35,322 | $95,971-63.2% | $74,550-52.6% | $135,375-73.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -13.51% | 56.96%-70.5pp | 32.53%-46.0pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,355 | $2,716-50.1% | $1,961-30.9% | $4,779-71.6% |
| Participant deferral / active EE | $6,462 | $3,843+68.1% | $3,108+107.9% | $5,609+15.2% |
| Admin fee / account holder | $514 | $6,522-92.1% | $5,060-89.8% | $10,827-95.3% |