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 | $28,052 | $43,723-35.8% | $121,196-76.9% | $64,186-56.3% |
| Participation rate | 96.3% | 58.3%+38.0pp | 71.7%+24.5pp | 69.6%+26.7pp |
| Annual return | -10.73% | 68.91%-79.6pp | 16.93%-27.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $4,334 | $1,296+234.3% | $4,022+7.8% | $2,381+82.0% |
| Participant deferral / active EE | $1,700 | $2,280-25.4% | $3,344-49.2% | $3,470-51.0% |
| Admin fee / account holder | $1,656 | $3,501-52.7% | $5,019-67.0% | $4,888-66.1% |