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 | $41,048 | $135,635-69.7% | $110,238-62.8% | $135,375-69.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -17.34% | 513.19%-530.5pp | 314.74%-332.1pp | 519.73%-537.1pp |
| Employer contribution / active EE | $1,410 | $4,906-71.3% | $3,826-63.1% | $4,779-70.5% |
| Participant deferral / active EE | $3,348 | $5,506-39.2% | $4,672-28.3% | $5,609-40.3% |
| Admin fee / account holder | $2,983 | $11,457-74.0% | $8,547-65.1% | $10,827-72.4% |