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 | $44,334 | $93,024-52.3% | $77,024-42.4% | $134,475-67.0% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -24.59% | 62.60%-87.2pp | 42.32%-66.9pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,372 | $3,418-59.9% | $2,812-51.2% | $4,740-71.1% |
| Participant deferral / active EE | $3,603 | $5,238-31.2% | $4,426-18.6% | $6,400-43.7% |
| Admin fee / account holder | $1,203 | $6,944-82.7% | $5,425-77.8% | $11,426-89.5% |