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 | $50,018 | $108,172-53.8% | $77,482-35.4% | $158,922-68.5% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | -0.75% | 31.67%-32.4pp | 54.79%-55.5pp | 302.83%-303.6pp |
| Employer contribution / active EE | $545 | $1,325-58.9% | $986-44.7% | $4,761-88.6% |
| Participant deferral / active EE | $7,207 | $2,456+193.4% | $1,861+287.2% | $5,982+20.5% |
| Admin fee / account holder | $467 | $3,708-87.4% | $2,858-83.7% | $11,246-95.8% |