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 | $29,265 | $75,828-61.4% | $147,614-80.2% | $59,632-50.9% |
| Participation rate | 81.3% | 71.6%+9.7pp | 84.6%-3.4pp | 68.7%+12.6pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,121 | $3,485-67.8% | $5,564-79.8% | $2,203-49.1% |
| Participant deferral / active EE | $2,173 | $3,130-30.6% | $4,895-55.6% | $3,192-31.9% |
| Admin fee / account holder | $897 | $5,985-85.0% | $11,611-92.3% | $4,297-79.1% |