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 5-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 | $27,376 | $52,519-47.9% | $155,790-82.4% | $59,632-54.1% |
| Participation rate | 75.0% | 61.7%+13.3pp | 76.1%-1.1pp | 68.7%+6.3pp |
| Annual return | -6.72% | 53.51%-60.2pp | 71.54%-78.3pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $549 | $1,589-65.5% | $3,836-85.7% | $2,203-75.1% |
| Participant deferral / active EE | $1,191 | $3,084-61.4% | $4,797-75.2% | $3,192-62.7% |
| Admin fee / account holder | $3,525 | $3,540-0.4% | $7,478-52.9% | $4,297-18.0% |