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 | $130,326 | $115,882+12.5% | $100,516+29.7% | $158,922-18.0% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | -18.69% | 34.79%-53.5pp | 30.89%-49.6pp | 302.83%-321.5pp |
| Employer contribution / active EE | $1,901 | $4,103-53.7% | $3,418-44.4% | $4,761-60.1% |
| Participant deferral / active EE | $2,987 | $6,674-55.2% | $6,270-52.4% | $5,982-50.1% |
| Admin fee / account holder | $408 | $10,995-96.3% | $8,081-95.0% | $11,246-96.4% |