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 | $52,715 | $45,863+14.9% | $77,024-31.6% | $68,494-23.0% |
| Participation rate | 82.8% | 55.9%+26.8pp | 67.9%+14.9pp | 67.9%+14.9pp |
| Annual return | -22.33% | 1.72%-24.1pp | 42.32%-64.6pp | -7.84%-14.5pp |
| Employer contribution / active EE | $3,002 | $1,650+82.0% | $2,812+6.7% | $2,596+15.6% |
| Participant deferral / active EE | $3,469 | $2,962+17.1% | $4,426-21.6% | $4,027-13.9% |
| Admin fee / account holder | $11,785 | $3,041+287.6% | $5,425+117.2% | $5,403+118.1% |