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 | $57,925 | $76,000-23.8% | $154,107-62.4% | $64,186-9.8% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -9.14% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,311 | $3,351-60.9% | $5,298-75.3% | $2,381-45.0% |
| Participant deferral / active EE | $3,914 | $3,175+23.3% | $5,081-23.0% | $3,470+12.8% |
| Admin fee / account holder | $5,881 | $5,596+5.1% | $13,411-56.1% | $4,888+20.3% |