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 | $62,226 | $93,024-33.1% | $77,024-19.2% | $134,475-53.7% |
| Participation rate | 73.3% | 74.5%-1.1pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -22.40% | 62.60%-85.0pp | 42.32%-64.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,014 | $3,418-11.8% | $2,812+7.2% | $4,740-36.4% |
| Participant deferral / active EE | $6,923 | $5,238+32.2% | $4,426+56.4% | $6,400+8.2% |
| Admin fee / account holder | $898 | $6,944-87.1% | $5,425-83.4% | $11,426-92.1% |