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 7-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 | $32,278 | $93,024-65.3% | $77,024-58.1% | $134,475-76.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -29.73% | 62.60%-92.3pp | 42.32%-72.0pp | 417.96%-447.7pp |
| Employer contribution / active EE | $4,604 | $3,418+34.7% | $2,812+63.7% | $4,740-2.9% |
| Participant deferral / active EE | $10,298 | $5,238+96.6% | $4,426+132.7% | $6,400+60.9% |
| Admin fee / account holder | $2,818 | $6,944-59.4% | $5,425-48.1% | $11,426-75.3% |