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 | $116,087 | $93,024+24.8% | $77,024+50.7% | $134,475-13.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.12% | 62.60%-85.7pp | 42.32%-65.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,643 | $3,418-51.9% | $2,812-41.6% | $4,740-65.3% |
| Participant deferral / active EE | $10,009 | $5,238+91.1% | $4,426+126.1% | $6,400+56.4% |
| Admin fee / account holder | $653 | $6,944-90.6% | $5,425-88.0% | $11,426-94.3% |