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 | $83,432 | $45,863+81.9% | $77,024+8.3% | $68,494+21.8% |
| Participation rate | 82.1% | 55.9%+26.1pp | 67.9%+14.1pp | 67.9%+14.2pp |
| Annual return | -21.95% | 1.72%-23.7pp | 42.32%-64.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $6,470 | $1,650+292.2% | $2,812+130.1% | $2,596+149.2% |
| Participant deferral / active EE | $9,414 | $2,962+217.8% | $4,426+112.7% | $4,027+133.8% |
| Admin fee / account holder | $19,653 | $3,041+546.4% | $5,425+262.2% | $5,403+263.8% |