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 | $80,433 | $50,199+60.2% | $70,092+14.8% | $66,914+20.2% |
| Participation rate | 81.7% | 66.3%+15.3pp | 70.5%+11.2pp | 69.8%+11.8pp |
| Annual return | -20.30% | -13.85%-6.5pp | 190.73%-211.0pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,172 | $1,864-37.1% | $2,559-54.2% | $2,544-53.9% |
| Participant deferral / active EE | $4,397 | $3,112+41.3% | $3,849+14.2% | $4,237+3.8% |
| Admin fee / account holder | $27,838 | $600+4541.6% | $6,267+344.2% | $593+4592.4% |