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 | $62,443 | $133,958-53.4% | $112,228-44.4% | $134,475-53.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -40.30% | 47.11%-87.4pp | 27.45%-67.8pp | 417.96%-458.3pp |
| Employer contribution / active EE | $5,629 | $4,038+39.4% | $3,635+54.9% | $4,740+18.8% |
| Participant deferral / active EE | $15,895 | $5,291+200.4% | $4,728+236.2% | $6,400+148.4% |
| Admin fee / account holder | $49,169 | $7,489+556.6% | $6,410+667.1% | $11,426+330.3% |